Plan Snapshot
- Plan Sponsor: Mile Two, LLC
- Sponsor EIN: 474094933
- Sponsor Address: 601 E 3RD STREET, DAYTON, OH, 45402
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $8.0M
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 | 85 | $8.0M | $604,138 | $990,965 |
| 2023 | 86 | $5.7M | $454,331 | $1.0M |
| 2022 | 115 | $4.2M | $395,616 | $998,787 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $20,315 | — | $20,315 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | INVESTMENT ADVISOR | $15,948 | — | $15,948 |
| BRIXEY & MEYER, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRIXEY & MEYER, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,263
- Estimated Expense Ratio: 0.456% 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 | $36,490 | $16,175 | — | — | — |
| 2023 | $6,847 | $3,541 | $3,306 | — | — |
| 2022 | $4,708 | — | $4,708 | — | — |