Plan Snapshot
- Plan Sponsor: Mission North, INC.
- Sponsor EIN: 680599454
- Sponsor Address: 44 EAST 30TH ST, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 81 | $11.6M | $498,401 | $1.0M |
| 2023 | 84 | $9.8M | $469,564 | $1.0M |
| 2022 | 84 | $7.7M | $447,597 | $953,710 |
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 |
|---|---|---|---|---|
| DAVIS, WARD & HOCHMAN, LLP | Auditor | — | — | $0 |
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 | $65,258 | — | $65,258 | — | — |
| 2023 | $55,780 | — | $55,780 | — | — |
| 2022 | $47,763 | — | $47,763 | — | — |