# Mitchell Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mitchell-companies-llc-401k-plan

> Mitchell Companies, LLC's 401(k) plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mitchell Companies, LLC

- **Sponsor EIN:** 640917967

- **Sponsor Address:** 100 JAMES E CHANEY DR., MERIDIAN, MS, 39307

- **Plan Type:** 401(k)

- **Total Participants:** 339

- **Total Assets:** $22.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|339|$22.6M|$440,014|$783,664|

| 2023|365|$26.6M|$434,177|$863,561|

| 2022|360|$24.7M|$451,866|$915,685|

## 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|

| WELLS FARGO CLEARING SERVICES, LLC|INVESTMENT ADVISOR|$55,887|—|$55,887|

| NATIONWIDE|CUSTODIAN|$43,413|—|$43,413|

| IRON FIDUCIARY|INVESTMENT ADVISOR|$13,120|—|$13,120|

| CORPORATE FINANCIAL SERVICES, LLC|TPA|$8,434|—|$8,434|

| REA, SHAW, GIFFEN & STUART|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WELLS FARGO CLEARING SERVICES, LLC](https://planprovider.pro/provider/wells-fargo-clearing-services-llc) — INVESTMENT ADVISOR

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — CUSTODIAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $120,854

- **Estimated Expense Ratio:** 0.534% 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|$13,353|—|—|—|—|

| 2023|$11,982|—|—|—|—|

| 2022|$5,855|—|—|—|—|

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