Plan Snapshot
- Plan Sponsor: Mondrian Investment Group Us, INC.
- Sponsor EIN: 861120395
- Sponsor Address: 1100 N. MARKET STREET, 4TH FLOOR, WILMINGTON, DE, 19890
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $503.3M
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 | $503.3M | $0 | $0 |
| 2023 | 0 | $922.1M | $0 | $0 |
| 2022 | 0 | $981.0M | $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 | $308,877 | — | $308,877 |
| DELOITTE TAX LLP | Other Service Provider | $196,861 | — | $196,861 |
| DELOITTE & TOUCHE LLP | Auditor | $36,983 | — | $36,983 |
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: $542,721
- Estimated Expense Ratio: 0.108% 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 | $554,086 | — | — | $36,982 | — |
| 2023 | $506,871 | — | — | $35,509 | — |
| 2022 | $566,927 | — | — | — | $163,148 |