Plan Snapshot
- Plan Sponsor: Mms Usa Holdings, INC.
- Sponsor EIN: 362677628
- Sponsor Address: 35 WEST WACKER DRIVE, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 29,615
- Total Assets: $5.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 29,615 | $5.2B | $124.0M | $292.3M |
| 2023 | 27,733 | $4.4B | $113.5M | $266.2M |
| 2022 | 27,130 | $3.6B | $101.1M | $243.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | NONE | $760,603 | — | $760,603 |
| FIDELITY INVEST INSTIT OPER CO | RECORDKEEPER | $727,167 | — | $727,167 |
| AON INVESTMENTS USA INC. | NONE | $193,488 | — | $193,488 |
| MITCHELL AND TITUS, LLP | NONE | $44,450 | — | $44,450 |
| WILLIS TOWERS WATSON US LLC | NONE | $31,620 | — | $31,620 |
| MARATHAS, BARROW, WEATHERHEAD, LENT | NONE | $17,170 | — | $17,170 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — NONE
- FIDELITY INVEST INSTIT OPER CO — RECORDKEEPER
- MITCHELL AND TITUS, LLP — NONE
- WILLIS TOWERS WATSON US LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,774,498
- Estimated Expense Ratio: 0.034% 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 | $1,760,700 | $760,603 | — | — | — |
| 2023 | $1,806,595 | $728,951 | — | $34,450 | — |
| 2022 | $2,178,500 | $770,153 | — | — | $182,475 |