Plan Snapshot
- Plan Sponsor: Mid-City Supply Co., INC.
- Sponsor EIN: 351470766
- Sponsor Address: 940 INDUSTRIAL PARKWAY, ELKHART, IN, 46516
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $17.0M
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 | 135 | $17.0M | $493,280 | $778,848 |
| 2023 | 131 | $14.7M | $460,687 | $709,837 |
| 2022 | 122 | $12.4M | $401,696 | $673,554 |
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 |
|---|---|---|---|---|
| KRUGGEL, LAWTON & COMPANY, LLC | Auditor | $6,499 | — | $6,499 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL, LAWTON & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,499
- Estimated Expense Ratio: 0.038% 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 | $107,469 | — | $100,970 | $6,499 | — |
| 2023 | $110,577 | — | $100,093 | $10,484 | — |
| 2022 | $102,125 | — | $92,628 | — | $9,497 |