Plan Snapshot
- Plan Sponsor: Mickey Mart, INC.
- Sponsor EIN: 341643305
- Sponsor Address: 3619 STATE ROUTE 113 E., MILAN, OH, 44846
- Plan Type: 401(k)
- Total Participants: 2,345
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,345 | $3.5M | $311,931 | $303,754 |
| 2023 | 1,378 | $2.7M | $85,481 | $268,475 |
| 2022 | 613 | $2.2M | $198,206 | $235,179 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $27,326 | — | $27,326 |
| CBIZ INVESTMENT ADVISORY SERVICES, | Other Service Provider | $1,446 | $14,166 | $15,612 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,938
- Estimated Expense Ratio: 1.240% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $28,831 | $36 | $28,445 | — | — |
| 2023 | $19,581 | — | $19,581 | — | — |
| 2022 | $36,669 | — | $14,734 | — | $21,935 |