# Mitchell International INC 401(k) Plan
Source: https://planprovider.pro/companies/mitchell-international-inc-plan

> Mitchell International INC's 401(k) plan: 5,250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jgd-and-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|

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