Plan Snapshot
- Plan Sponsor: Mpi Management LLC Dba Olshan Pr
- Sponsor EIN: 272968288
- Sponsor Address: 6525 W CAMPUS OVAL, SUITE 100, NEW ALBANY, OH, 43054
- Plan Type: 401(k)
- Total Participants: 571
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 571 | $11.9M | $181,012 | $1.6M |
| 2023 | 529 | $9.9M | $191,670 | $1.3M |
| 2022 | 471 | $7.8M | $164,362 | $1.1M |
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 |
|---|---|---|---|---|
| YEHEZKEL CPA LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $38,023 | $13,734 | — | — | — |
| 2023 | $15,424 | — | — | — | — |
| 2022 | $31,922 | — | — | — | — |