Plan Snapshot
- Plan Sponsor: The Mid-America Management Corporation
- Sponsor EIN: 341011870
- Sponsor Address: 3333 RICHMOND RD SUITE 350, BEACHWOOD, OH, 44122
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $11.5M
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 | 128 | $11.5M | $605,946 | $672,276 |
| 2023 | 125 | $10.3M | $537,411 | $697,285 |
| 2022 | 122 | $9.3M | $468,246 | $634,908 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $64,761 | — | — | — | — |
| 2023 | $59,054 | $31,611 | — | — | — |
| 2022 | $54,769 | — | $54,769 | — | — |