# Mindex Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mindex-technologies-inc-401k-plan

> Mindex Technologies, INC.'s 401(k) plan: 368 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$21,375|—|$21,375|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,375

- **Estimated Expense Ratio:** 0.047% 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|-$9,229|$21,375|—|—|—|

| 2023|-$6,070|-$6,070|—|—|—|

| 2022|$10,970|$14,539|—|—|—|

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