Plan Snapshot
- Plan Sponsor: D & A Mcrae, INC.
- Sponsor EIN: 263454962
- Sponsor Address: PO BOX 570238, SIGURD, UT, 84657
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 136 | $3.9M | $231,665 | $444,568 |
| 2023 | 133 | $3.3M | $251,549 | $383,548 |
| 2022 | 119 | $2.7M | $173,216 | $327,617 |
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 |
|---|---|---|---|---|
| VELEZ & HARDY, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $37,656 | $17,112 | — | — | — |
| 2023 | $31,555 | $14,034 | — | — | — |
| 2022 | $30,372 | $12,298 | $18,074 | — | — |