Plan Snapshot
- Plan Sponsor: Mid South Extrusion, INC.
- Sponsor EIN: 721080473
- Sponsor Address: 2015 JACKSON STREET, MONROE, LA, 71202
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 169
- Total Assets: $397,331
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 169 | $397,331 | $1.0M | $91,395 |
| 2023 | 141 | $593,100 | $1.2M | $88,754 |
| 2022 | 152 | $389,296 | $1.1M | $101,220 |
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 |
|---|---|---|---|---|
| IMA, INC. | Other Service Provider | $66,777 | — | $66,777 |
| COMMUNITY FINANCIAL | Other Service Provider | $54,530 | — | $54,530 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,307
- Estimated Expense Ratio: 30.530% 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 | $133,714 | — | $66,777 | — | — |
| 2023 | $109,407 | — | — | — | — |
| 2022 | $112,335 | — | — | — | — |