Plan Snapshot
- Plan Sponsor: North Mill Equipment Finance LLC
- Sponsor EIN: 364731388
- Sponsor Address: 601 MERRITT 7, SUITE 5, NORWALK, CT, 06851
- Plan Type: DC
- Total Participants: 174
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 174 | $11.5M | $920,732 | $1.2M |
| 2023 | 111 | $7.9M | $667,116 | $851,172 |
| 2022 | 99 | $5.7M | $603,389 | $693,267 |
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 |
|---|---|---|---|---|
| MERCADIEN PC CPA'S | 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 | $92,838 | $92,838 | — | — | — |
| 2023 | $57,809 | $57,809 | — | — | — |
| 2022 | $29,094 | $29,094 | — | — | — |