Plan Snapshot
- Plan Sponsor: The Six M Company, INC.
- Sponsor EIN: 232142812
- Sponsor Address: 15 MATTLIN LANE, PO BOX 309, DELTA, PA, 17314
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 51
- Total Assets: $29,938
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 51 | $29,938 | $365,423 | $265,548 |
| 2023 | 34 | $172,399 | $318,535 | $275,211 |
| 2022 | 33 | $170,450 | $456,098 | $144,874 |
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 (PHILADELPHIA) | Investment Advisor | $19,044 | — | $19,044 |
| THE BENECON GROUP | Investment Advisor | $10,040 | — | $10,040 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,084
- Estimated Expense Ratio: 97.147% 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 |
|---|---|---|---|---|---|
| 2024 | $795,043 | — | — | — | — |
| 2023 | $598,669 | — | — | — | — |
| 2022 | $560,146 | — | — | — | — |