Plan Snapshot
- Plan Sponsor: Mile Two, LLC
- Sponsor EIN: 474094933
- Sponsor Address: 601 E 3RD STREET, DAYTON, OH, 45402
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 125
- Total Assets: $10.4M
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. |
|---|---|---|---|---|
| 2025 | 125 | $10.4M | $0 | $0 |
| 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 | $49,551 | — | $49,551 |
| NORTHWESTERN MUTUAL WEALTH MGMT | Investment Advisor | $25,096 | — | $25,096 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,647
- Estimated Expense Ratio: 0.721% 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 |
|---|---|---|---|---|---|
| 2025 | $1,070,156 | $25,415 | — | — | — |
| 2024 | $36,490 | $16,175 | — | — | — |
| 2023 | $6,847 | $3,541 | $3,306 | — | — |
| 2022 | $4,708 | — | $4,708 | — | — |