Plan Snapshot
- Plan Sponsor: Mimeo INC
- Sponsor EIN: 134012728
- Sponsor Address: 3350 MIAC COVE, MEMPHIS, TN, 38118
- Plan Type: 401(k)
- Total Participants: 342
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 342 | $14.7M | $454,655 | $997,798 |
| 2023 | 328 | $12.6M | $421,755 | $944,854 |
| 2022 | 310 | $10.0M | $419,659 | $916,302 |
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 LIFE & ANNUITY INSURANCE CO | Recordkeeper | $35,410 | — | $35,410 |
| CBIZ INVESTMENT ADVISORY SERVICES | Investment Advisor | $33,125 | — | $33,125 |
| PLAN ADMINISTRATION & CONSULTINGLLC | Recordkeeper | $25,694 | — | $25,694 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $9,767 | — | $9,767 |
| WATKINS UIBERALL, PLLC | Auditor | $7,983 | — | $7,983 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS UIBERALL, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,979
- Estimated Expense Ratio: 0.764% 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 | $92,374 | $81,784 | $9,350 | — | — |
| 2023 | $84,251 | $72,810 | $10,371 | — | — |
| 2022 | $68,860 | $59,230 | $9,630 | — | — |