Plan Snapshot
- Plan Sponsor: Modular Assembly Innovations
- Sponsor EIN: 274109268
- Sponsor Address: 600 STONEHENGE PARKWAY STE 100, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $9.9M
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 | 178 | $9.9M | $351,971 | $555,123 |
| 2023 | 174 | $8.1M | $297,672 | $520,930 |
| 2022 | 189 | $6.3M | $266,503 | $462,127 |
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 |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP, INC | INVESTMENT/FINANCIAL ADVI | $21,944 | — | $21,944 |
| ADP, INC. | RECORD KEEPER | $11,728 | — | $11,728 |
| GBQ PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART FINANCIAL GROUP, INC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- GBQ PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,672
- Estimated Expense Ratio: 0.340% 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 | $33,672 | $21,944 | — | — | — |
| 2023 | $25,154 | — | — | — | — |
| 2022 | $23,856 | — | — | — | — |