Retirement plan

MANUFACTURING INFORMATION SYSTEMS EMPLOYEE RETIREMENT PLAN

Name: MANUFACTURING INFORMATION SYSTEMS, INC. - MANUFACTURING INFORMATION SYSTEMS EMPLOYEE RETIREMENT PLAN (2025) Form 5500
Creator: MANUFACTURING INFORMATION SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANUFACTURING INFORMATION SYSTEMS EMPLOYEE RETIREMENT PLAN, MANUFACTURING INFORMATION SYSTEMS, INC.

MANUFACTURING INFORMATION SYSTEMS, INC.EIN 04-2634570Plan #001PY 2025

217-4 MAXHAM MEADOW WAY, SUITE 2G - WOODSTOCK, VT 05091802-457-4600LinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.9M

+0.8% from 2024

Total participants

-16.1% from 2024

Average account balance

$276,479

+21.0% from 2024

Annual return

12.55%

-1.55 pp from 2024

Benchmarks

See 10,975 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,975 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.91M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$276K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

147.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$193K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$41034

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$60345 / participant

Other / not subdivided$1M100.0%

% of EOY assets

14.842%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$276,479

$100,970+173.8%

$96,576+186.3%

$137,256+101.4%

Participation rate

94.1%

82.6%+11.5pp

81.4%+12.7pp

80.0%+14.2pp

Annual return

12.55%

38.16%-25.6pp

38.47%-25.9pp

220.34%-207.8pp

Employer contribution / active EE

$3,523

$3,809-7.5%

$3,553-0.8%

$4,156-15.2%

Participant deferral / active EE

$7,826

$8,286-5.6%

$7,956-1.6%

$6,407+22.2%

Admin fee / account holder

$41,034

$11,312+262.8%

$11,381+260.6%

$12,270+234.4%

MANUFACTURING INFORMATION SYSTEMS EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANUFACTURING INFORMATION SYSTEMS EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion