# Mlm Index Fund 401(k) Plan
Source: https://planprovider.pro/companies/mlm-index-fund-271198002-001

> Mlm Index Fund's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mlm Index Fund

- **Sponsor EIN:** 271198002

- **Sponsor Address:** 405 SOUTH STATE STREET, NEWTOWN, PA, 18940

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $28.6M

## 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|0|$28.6M|$0|$0|

| 2023|0|$24.4M|$0|$0|

| 2022|0|$27.8M|$0|$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|

| MT. LUCAS MANAGEMENT LP|Investment Advisor|$283,374|—|$283,374|

| NAV CONSULTING, INC.|Other Service Provider|—|$24,113|$24,113|

| PRICEWATERHOUSECOOPERS|Auditor|—|$23,690|$23,690|

| SG AMERICAS SECURITIES LLC|Other Service Provider|—|$6,013|$6,013|

### Verified Provider Profiles

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

- [PRICEWATERHOUSECOOPERS](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $337,190

- **Estimated Expense Ratio:** 1.180% 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|$285,071|$283,374|—|—|—|

| 2023|$260,234|$258,929|—|—|—|

| 2022|$330,492|$329,398|$1,094|—|—|

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