Plan Snapshot
- Plan Sponsor: Mid-South Subcontractors, INC. D/B/A Mid-South Roof Systems
- Sponsor EIN: 581876904
- Sponsor Address: 5020 OLD DIXIE ROAD, FOREST PARK, GA, 30297
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $4.4M
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 | $4.4M | $192,108 | $721,678 |
| 2023 | 173 | $3.4M | $102,718 | $544,555 |
| 2022 | 148 | $2.7M | $72,568 | $390,155 |
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 |
|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | Recordkeeper | $14,402 | — | $14,402 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,402
- Estimated Expense Ratio: 0.329% 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 | $14,402 | — | — | — | — |
| 2023 | $11,208 | — | — | — | — |
| 2022 | $10,304 | — | $10,304 | — | — |