# Mjo Industries 401(k) Plan
Source: https://planprovider.pro/companies/mjo-industries-401k-plan

> Mjo Industries&#39;s 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mjo Industries

- **Sponsor EIN:** 251841702

- **Sponsor Address:** 8000 TECHNOLOGY BOULEVARD, HUBER HEIGHTS, OH, 45424

- **Plan Type:** 401(k)

- **Total Participants:** 131

- **Total Assets:** $11.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|131|$11.4M|$269,063|$620,782|

| 2023|131|$9.9M|$265,658|$618,811|

| 2022|133|$9.5M|$292,246|$660,742|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|BROKER|$29,212|$24,416|$53,628|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$47,039|—|$47,039|

| MCGILL, POWER, BELL & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — BROKER

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $100,667

- **Estimated Expense Ratio:** 0.880% 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|$80,195|—|$50,983|—|—|

| 2023|$73,086|—|$43,083|—|—|

| 2022|$74,418|—|$40,465|—|—|

## Similar Plans

- [Hughes Peters](https://planprovider.pro/companies/hughes-peters-plan) — 126 participants

- [Best Lighting Products, INC.](https://planprovider.pro/companies/best-lighting-products-inc-401k-plan) — 157 participants

- [The Kiemle Hankins Company](https://planprovider.pro/companies/the-kiemle-hankins-company-401k-plan) — 104 participants

- [Tpc Wire & Cable Corp.](https://planprovider.pro/companies/tpc-wire-cable-corp-401k-plan-002) — 167 participants

- [Dickman Supply Company](https://planprovider.pro/companies/dickman-supply-company-401k-plan) — 167 participants

- [Technical Consumer Products, INC.](https://planprovider.pro/companies/technical-consumer-products-inc-401k-plan) — 91 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mjo-industries-401k-plan)

&copy; 2026 PlanProvider.Pro
