# Mondrian Investment Group Us, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mondrian-investment-group-us-inc-367205063-001

> Mondrian Investment Group Us, INC.'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:** Mondrian Investment Group Us, INC.

- **Sponsor EIN:** 367205063

- **Sponsor Address:** 1100 N. MARKET STREET, 4TH FLOOR, WILMINGTON, DE, 19890

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $2.4B

## 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|$2.4B|$0|$0|

| 2023|0|$3.0B|$0|$0|

| 2022|0|$3.0B|$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|$392,130|—|$392,130|

| DELOITTE TAX LLP|Other Service Provider|$65,359|—|$65,359|

| DELOITTE & TOUCHE LLP|Auditor|$44,683|—|$44,683|

| WINSTON & STRAWN LLP|ERISA Attorney|$31,040|—|$31,040|

### Verified Provider Profiles

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

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

- [WINSTON & STRAWN LLP](https://planprovider.pro/provider/winston-and-strawn-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $533,212

- **Estimated Expense Ratio:** 0.022% 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|$534,165|—|—|$44,683|—|

| 2023|$582,828|—|—|$44,410|—|

| 2022|$740,322|—|—|—|$192,508|

## Similar Plans

- [Ashland INC.](https://planprovider.pro/companies/ashland-inc-936421281-030) — 0 participants

- [Astrazeneca Pharmaceuticals LP](https://planprovider.pro/companies/astrazeneca-pharmaceuticals-lp-616287564-590) — 0 participants

- [Dupont De Nemours, INC.](https://planprovider.pro/companies/dupont-de-nemours-inc-833846995-001) — 0 participants

- [Eidp, INC.](https://planprovider.pro/companies/eidp-inc-510405321-001) — 0 participants

- [Eidp, INC.](https://planprovider.pro/companies/eidp-inc-516012443-001) — 0 participants

- [Mondrian Investment Group U.S, INC](https://planprovider.pro/companies/mondrian-investment-group-u-s-inc-472581067-017) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mondrian-investment-group-us-inc-367205063-001)

© 2026 PlanProvider.Pro