Plan Snapshot
- Plan Sponsor: Mill Rose Group, INC.
- Sponsor EIN: 341935263
- Sponsor Address: 7310 CORPORATE BLVD., MENTOR, OH, 44060
- Plan Type: DC
- Total Participants: 141
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 141 | $15.7M | $588,531 | $368,906 |
| 2023 | 137 | $13.8M | $529,506 | $344,568 |
| 2022 | 146 | $12.1M | $584,972 | $344,095 |
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 |
|---|---|---|---|---|
| MALONEY NOVOTNY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY NOVOTNY, LLC — 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 | -$268 | $750 | — | — | — |
| 2023 | $8,505 | $9,870 | — | — | — |
| 2022 | $14,211 | $774 | — | — | — |