← back to prospects
Plan profile · 2023

MANTHEI, INC.

MANTHEI 401(K) PROFIT SHARING PLAN · –

Sponsor contact
Address3996 US 31 S, PETOSKEY
State / ZIPMI 49970
Phone2313474672
EIN / Plan #381858891 / 001
Plan health
Assets (EOY)$16M
Participants323
Avg balance$50k
Employer contrib$527k
Distributions$2M
Red flags
Delinquent contribs$137k
Fidelity bond$500k
Bond adequate?yes
AuditorUHY LLP
Incumbent advisor(s) of record, who to displace
AdvisorEINComp earned
T. ROWE PRICE RPS, INC.521309931$73k
VICTORY FUNDS132700161$0
VANGUARD GROUP231945930$0
FRANKLIN TEMPLETON132670991$0
LORD ABBETT133731507$0
HARBOR CAPITAL042679462$0
TRANSAMERICA FUND133689044$0
COHEN & STEERS FUNDS141904657$0
EAGLE ASSET MANAGEMENT–$0
AMERICAN FUNDS951411037$0
ARTISAN PARTNERS300551775$0
DODGE & COX941441976$0
PRINCIPAL FUNDS–$0
MFS FUNDS042747644$0
THORNBURG FUNDS850301299$0