Plan Snapshot
- Plan Sponsor: Mlf Group LLC
- Sponsor EIN: 753034559
- Sponsor Address: 86776 MCVAY HIGHWAY, EUGENE, OR, 97405
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $37.0M
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 | 253 | $37.0M | $1.3M | $1.0M |
| 2023 | 171 | $32.9M | $986,465 | $988,476 |
| 2022 | 161 | $28.5M | $873,491 | $917,204 |
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 |
|---|---|---|---|---|
| ROEHL & YI INVESTMENTS ADVISORS | Investment Advisor | $51,834 | $12 | $51,846 |
| PENSION PLAN SPECIALISTS, PC | Recordkeeper | $6,050 | $17,282 | $23,332 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $18,352 | — | $18,352 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,530
- Estimated Expense Ratio: 0.253% 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 | $76,242 | $51,840 | $24,402 | — | — |
| 2023 | $64,959 | $43,522 | $21,437 | — | — |
| 2022 | $60,912 | $43,862 | $17,050 | — | — |