Plan Snapshot
- Plan Sponsor: Mitchell & Stark Construction Co., INC.
- Sponsor EIN: 350964820
- Sponsor Address: 170 WEST FIRST STREET, MEDORA, IN, 472600219
- Plan Type: DC
- Total Participants: 211
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 211 | $13.0M | $1.0M | $0 |
| 2023 | 207 | $12.0M | $699,932 | $0 |
| 2022 | 208 | $11.0M | $500,000 | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $51,169 | — | $51,169 | — | — |
| 2023 | $44,554 | — | $44,554 | — | — |
| 2022 | $44,075 | — | — | — | $44,075 |