Plan Snapshot
- Plan Sponsor: Mubea, INC.
- Sponsor EIN: 610999750
- Sponsor Address: 8283 DIXIE HWY, FLORENCE, KY, 41042
- Plan Type: 401(k)
- Total Participants: 900
- Total Assets: $87.7M
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 | 900 | $87.7M | $2.7M | $4.3M |
| 2023 | 959 | $76.6M | $2.7M | $4.2M |
| 2022 | 953 | $64.1M | $2.6M | $4.0M |
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 |
|---|---|---|---|---|
| BARNES DENNIG & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & COMPANY — Auditor
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 | $105,054 | $62,292 | $300 | — | — |
| 2023 | $84,866 | $52,542 | $1,800 | — | — |
| 2022 | $72,536 | — | — | — | — |