Plan Snapshot
- Plan Sponsor: Midan Marketing, INC.
- Sponsor EIN: 201811312
- Sponsor Address: PO BOX 4390, MOORESVILLE, NC, 28117
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 39 | $8.9M | $9,073 | $333,258 |
| 2023 | 62 | $10.4M | $785,722 | $733,319 |
| 2022 | 134 | $9.2M | $785,313 | $681,321 |
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 |
|---|---|---|---|---|
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER LLP — 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 | $76,069 | — | $76,069 | — | — |
| 2023 | $79,120 | — | $79,120 | — | — |
| 2022 | $79,510 | — | $79,510 | — | — |