Plan Snapshot
- Plan Sponsor: Mitchell Holding Co., INC.
- Sponsor EIN: 561798998
- Sponsor Address: 950 HIGHWAY 66, SOUTH, KERNERSVILLE, NC, 27284
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 176 | $11.3M | $252,490 | $911,218 |
| 2023 | 157 | $12.4M | $294,838 | $937,331 |
| 2022 | 159 | $10.7M | $292,860 | $1.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $67,414 | $29,949 | — | — | — |
| 2023 | $63,479 | $28,227 | — | — | — |
| 2022 | $64,724 | — | — | — | — |