Plan Snapshot
- Plan Sponsor: Mintel Group Ltd.
- Sponsor EIN: 364204612
- Sponsor Address: 203 N LA SALLE, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $53.9M
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. |
|---|---|---|---|---|
| 2024 | 340 | $53.9M | $1.3M | $3.7M |
| 2023 | 362 | $47.1M | $1.3M | $3.8M |
| 2022 | 394 | $37.7M | $1.4M | $3.6M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | ADVISOR | $73,397 | — | $73,397 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $66,862 | — | $66,862 |
| SIKICH CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SIKICH CPA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,259
- Estimated Expense Ratio: 0.260% 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 | $140,259 | $73,397 | — | — | — |
| 2023 | $122,130 | $70,293 | — | — | — |
| 2022 | $132,649 | — | — | — | — |