Plan Snapshot
- Plan Sponsor: Mix Talent, LLC
- Sponsor EIN: 831235047
- Sponsor Address: 1349 W. LANE AVENUE, COLUMBUS, OH, 43221
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $8.2M
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 | 85 | $8.2M | $379,747 | $834,857 |
| 2023 | 93 | $6.0M | $365,194 | $840,089 |
| 2022 | 128 | $4.1M | $415,141 | $831,107 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $94,097 | $54,111 | — | — | — |
| 2023 | $64,665 | — | — | — | — |
| 2022 | — | — | — | — | — |