Retirement plan

MICKEY'S LINEN & TOWEL SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Name: MICKEY'S LINEN & TOWEL SUPPLY, INC. - MICKEY'S LINEN & TOWEL SUPPLY, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: MICKEY'S LINEN & TOWEL SUPPLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MICKEY'S LINEN & TOWEL SUPPLY, INC. 401(K) PROFIT SHARING PLAN, MICKEY'S LINEN & TOWEL SUPPLY, INC.

MICKEY'S LINEN & TOWEL SUPPLY, INC.EIN 36-2067258Plan #003PY 2021

4601 W. ADDISON STREET - CHICAGO, IL 60641773-545-7211

Other plans on this EIN

1 filing

#004Retirement-$3.8M assets

Prospect flagsLow returnsHigh feesRecently reached 100 employeesCorrective distributions

Top hat statement on fileNQDC

Filed September 5, 2026

Plan administrator

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4601 West Addison Street

Chicago, IL 60641

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Plans declared (1)

Supplemental Executive Retirement Plan3 emp

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Total assets (EOY)

$17M

+5.2% from 2020

Total participants

109

+7.9% from 2020

Average account balance

$161,659

-1.8% from 2020

Annual return

7.82%

+2.52 pp from 2020

Benchmarks

See 8,925 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,925 peers

Snapshot2021

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Analytics

Total assets (EOY)

Plan-year ending balance

$16.30M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

119

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.

97.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$446

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
LOCKTON INVESTMENT ADVISORS, LLC2 years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282	Advisory (Plan)	$36,871
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 60 · EIN 04-2647786	Sub-TA Fees	$26,189

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

4 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.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$63K

$788 / participant

Other / not subdivided$63K100.0%

% of EOY assets

0.372%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FGMK, LLC
Auditor EIN: 362929601
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$161,659

$65,409+147.2%

$98,442+64.2%

$85,850+88.3%

Participation rate

95.0%

65.0%+30.0pp

73.3%+21.7pp

69.3%+25.7pp

Annual return

7.82%

21.76%-13.9pp

1492.73%-1484.9pp

318.53%-310.7pp

Employer contribution / active EE

$3,478

$2,168+60.4%

$2,960+17.5%

$2,565+35.6%

Participant deferral / active EE

$5,585

$3,166+76.4%

$4,276+30.6%

$3,952+41.3%

Admin fee / account holder

$601

$4,593-86.9%

$5,949-89.9%

$6,260-90.4%

Provider

Service type

Compensation

LOCKTON INVESTMENT ADVISORS, LLC2 years

Filed as: LOCKTON INVESTMENT ADVISORS

Service code 27 · EIN 20-8874282

Advisory (Plan)

$36,871

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$26,189

MICKEY'S LINEN & TOWEL SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MICKEY'S LINEN & TOWEL SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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