# Modular Assembly Innovations 401(k) Plan
Source: https://planprovider.pro/companies/modular-assembly-innovations-401k-plan

> Modular Assembly Innovations's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/everhart-advisors) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [GBQ PARTNERS LLC](https://planprovider.pro/provider/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|—|—|—|—|

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

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