Mikel, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mikel, INC.
  • Sponsor EIN: 880445640
  • Sponsor Address: 2 CORPORATE PLACE, MIDDLETON, RI, 02842
  • Plan Type: 401(k)
  • Total Participants: 217
  • Total Assets: $19.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024217$19.1M$565,834$1.7M
2023221$16.1M$512,509$1.5M
2022230$13.2M$493,386$1.4M

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
KAHN LITWIN RENZA & CO. LTD.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$58,678$22,145
2023$53,434$20,000
2022$49,439

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