Plan Snapshot
- Plan Sponsor: Midmark Corporation
- Sponsor EIN: 344269370
- Sponsor Address: 60 VISTA DRIVE, VERSAILLES, OH, 45380
- Plan Type: 401(k)
- Total Participants: 1,946
- Total Assets: $359.0M
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 | 1,946 | $359.0M | $7.1M | $16.4M |
| 2023 | 1,984 | $316.9M | $6.6M | $16.9M |
| 2022 | 2,032 | $267.9M | $7.2M | $15.5M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | ADVISOR | $63,242 | — | $63,242 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $48,103 | — | $48,103 |
| RSM US LLP | ACCOUNTANT/AUDITOR | $23,474 | — | $23,474 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,566 | — | $18,566 |
| WILLIS TOWERS WATSON US LLC | CONSULTANT | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RSM US LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- WILLIS TOWERS WATSON US LLC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,385
- Estimated Expense Ratio: 0.047% 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 | $128,616 | $76,101 | — | $23,474 | — |
| 2023 | $189,010 | $63,643 | $1,800 | $17,996 | — |
| 2022 | $224,755 | — | — | — | — |