Plan Snapshot
- Plan Sponsor: Mondrian Investment Group Us, INC.
- Sponsor EIN: 843234668
- Sponsor Address: 1100 N. MARKET STREET, 4TH FLOOR, WILMINGTON, DE, 19890
- Plan Type: 401(k)
- Plan Number: 014
- Total Participants: 0
- Total Assets: $92.3M
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 | $92.3M | $0 | $0 |
| 2023 | 0 | $96.4M | $0 | $0 |
| 2022 | 0 | $98.0M | $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 | $85,498 | — | $85,498 |
| DELOITTE TAX LLP | Other Service Provider | $28,434 | — | $28,434 |
| DELOITTE & TOUCHE LLP | Auditor | $15,054 | — | $15,054 |
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: $128,986
- Estimated Expense Ratio: 0.140% 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 | $128,985 | — | — | $15,483 | — |
| 2023 | $164,394 | — | — | $13,500 | — |
| 2022 | $222,695 | — | — | — | $91,356 |