Plan Snapshot
- Plan Sponsor: Mindex Technologies, INC.
- Sponsor EIN: 161458084
- Sponsor Address: 250 ALEXANDER STREET, ROCHESTER, NY, 14607
- Plan Type: 401(k)
- Total Participants: 368
- Total Assets: $45.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 368 | $45.8M | $642,607 | $4.3M |
| 2023 | 384 | $36.5M | $717,606 | $4.2M |
| 2022 | 366 | $26.6M | $441,683 | $3.5M |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — 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 | -$9,229 | $21,375 | — | — | — |
| 2023 | -$6,070 | -$6,070 | — | — | — |
| 2022 | $10,970 | $14,539 | — | — | — |