Plan Snapshot
- Plan Sponsor: Mid America Overseas INC
- Sponsor EIN: 362888270
- Sponsor Address: 650 E DEVON AVE STE 150, ITASCA, IL, 601431265
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 180 | $19.1M | $137,408 | $1.1M |
| 2023 | 204 | $17.0M | $125,089 | $1.1M |
| 2022 | 216 | $14.8M | $114,867 | $1.0M |
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 |
|---|---|---|---|---|
| DUFEK & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DUFEK & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,711 | $638 | $2,213 | — | — |
| 2023 | $3,660 | $526 | $2,274 | — | — |
| 2022 | $5,395 | $1,031 | $4,364 | — | — |