Plan Snapshot
- Plan Sponsor: Muller Martini Corp.
- Sponsor EIN: 112129950
- Sponsor Address: 456 WHEELER ROAD, HAUPPAUGE, NY, 11788
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 176
- Total Assets: $61.8M
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. |
|---|---|---|---|---|
| 2025 | 176 | $61.8M | $0 | $0 |
| 2024 | 117 | $57.2M | $861,874 | $1.9M |
| 2023 | 114 | $56.3M | $793,101 | $1.8M |
| 2022 | 116 | $51.6M | $740,064 | $1.6M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | Other Service Provider | $11,270 | $60,372 | $71,642 |
| MULLER MARTINI CORP | Other Service Provider | $14,672 | — | $14,672 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $12,202 | — | $12,202 |
| MORNINGSTAR INVESTMENT MANAGEMENT | Other Service Provider | $8,452 | — | $8,452 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,968
- Estimated Expense Ratio: 0.173% 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 |
|---|---|---|---|---|---|
| 2025 | $6,171,489 | $42,846 | $3,150 | — | — |
| 2024 | $46,228 | $41,528 | $3,550 | — | — |
| 2023 | $27,044 | $21,594 | $4,600 | — | — |
| 2022 | $23,688 | — | — | — | — |