Plan Snapshot
- Plan Sponsor: Mondrian Investment Group Us, INC.
- Sponsor EIN: 201575014
- Sponsor Address: 1100 N. MARKET STREET, 4TH FLOOR, WILMINGTON, DE, 19890
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $560.4M
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 | $560.4M | $0 | $0 |
| 2023 | 0 | $588.7M | $0 | $0 |
| 2022 | 0 | $862.2M | $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 |
|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | Other Service Provider | $428,679 | — | $428,679 |
| DELOITTE TAX LLP | Other Service Provider | $257,929 | — | $257,929 |
| DELOITTE & TOUCHE LLP | Auditor | $44,683 | — | $44,683 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $731,291
- Estimated Expense Ratio: 0.130% 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 | $749,089 | — | — | $44,683 | — |
| 2023 | $681,592 | — | — | $44,408 | — |
| 2022 | $962,082 | — | — | — | $185,847 |