# Msi Express, INC. 401(k) Plan
Source: https://planprovider.pro/companies/msi-express-inc-401k-plan

> Msi Express, INC.'s 401(k) plan: 935 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Msi Express, INC.

- **Sponsor EIN:** 311622808

- **Sponsor Address:** 5900 CARLSON AVENUE, PORTAGE, IN, 46368

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

- **Total Participants:** 935

- **Total Assets:** $17.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|935|$17.4M|$1.0M|$2.0M|

| 2023|854|$15.1M|$772,980|$1.7M|

| 2022|1,000|$11.7M|$397,249|$1.5M|

## 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|

| PLANTE & MORAN, PLLC|Auditor|$68,844|—|$68,844|

| CAPITAL GROUP RETIREMENT PLAN SERV|RECORDKEEPER|$42,726|—|$42,726|

| COMMONWEALTH EQUITY SERVICES LLC|INVESTMENT ADVISOR|$36,212|—|$36,212|

| REA & ASSOCIATES|CONTRACT ADMIN|$8,075|—|$8,075|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $155,857

- **Estimated Expense Ratio:** 0.896% 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|$68,844|—|—|$68,844|—|

| 2023|$64,415|$21,666|$10,344|—|—|

| 2022|$69,272|$26,821|$27,207|—|$15,244|

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