Plan Snapshot
- Plan Sponsor: The Mitchell Gold Co.
- Sponsor EIN: 561678942
- Sponsor Address: 1628 JOHN F KENNEDY BLVD STE 950, PHILADELPHIA, PA, 191032110
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $432 | $0 | $0 |
| 2023 | 44 | $11.8M | $26,664 | $1.2M |
| 2022 | 768 | $17.1M | $723,693 | $2.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $31,900 | — | $31,900 |
| SMITH LEONARD | Other Service Provider | $26,000 | — | $26,000 |
| AMY MCCAMMON | Other Service Provider | $9,840 | — | $9,840 |
| BNA WEALTH, INC. | Investment Advisor | $9,752 | $5 | $9,757 |
| DAVID ROGALSKI | Recordkeeper | $6,000 | — | $6,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,497
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 | $458 | — | — | — | — |
| 2024 | $83,493 | $9,752 | $37,901 | $35,840 | — |
| 2023 | $111,386 | $29,430 | $81,956 | — | — |
| 2022 | $101,761 | $32,046 | $69,715 | — | — |