Plan Snapshot
- Plan Sponsor: Mid-State Machine And Fabricatin
- Sponsor EIN: 591639133
- Sponsor Address: 2730 MINE AND MILL ROAD, LAKELAND, FL, 33801
- Plan Type: 401(k)
- Total Participants: 941
- Total Assets: $15.6M
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 | 941 | $15.6M | $984,144 | $2.9M |
| 2023 | 900 | $11.6M | $680,827 | $2.0M |
| 2022 | 626 | $6.9M | $144,039 | $1.2M |
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 |
|---|---|---|---|---|
| HACKER, JOHNSON & SMITH PA | Auditor | — | — | $0 |
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 | $145,401 | $52,449 | — | — | — |
| 2023 | $91,775 | $35,381 | — | — | — |
| 2022 | $53,937 | $20,651 | $33,286 | — | — |