Plan Snapshot
- Plan Sponsor: Mitchell International INC
- Sponsor EIN: 943355101
- Sponsor Address: 9771 CLAIREMONT MESA BLVD SUITE A, SAN DIEGO, CA, 92124
- Plan Type: 401(k)
- Total Participants: 5,250
- Total Assets: $658.2M
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 | 5,250 | $658.2M | $11.2M | $39.0M |
| 2023 | 5,575 | $623.4M | $11.0M | $37.7M |
| 2022 | 5,724 | $551.1M | $10.1M | $35.6M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | $383,306 | — | $383,306 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $247,573 | — | $247,573 |
| JGD & ASSOCIATES LLP | AUDITOR | $18,060 | — | $18,060 |
| JGD & ASSOCIATES, LLP | Auditor | $18,060 | — | $18,060 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,511 | — | $6,511 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $673,510
- Estimated Expense Ratio: 0.102% 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 | $913,026 | $389,817 | — | $18,060 | — |
| 2023 | $680,348 | $341,166 | $321,732 | $11,500 | — |
| 2022 | $756,235 | $335,519 | $403,441 | — | $11,500 |