# Donohue & Associates INC DC Plan
Source: https://planprovider.pro/companies/donohue-associates-inc-plan-001

> Donohue & Associates INC's DC plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Donohue & Associates INC

- **Sponsor EIN:** 391873700

- **Sponsor Address:** 3311 WEEDEN CREEK ROAD, SHEBOYGAN, WI, 53081

- **Plan Type:** DC

- **Total Participants:** 138

- **Total Assets:** $39.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|138|$39.2M|$803,185|$1.8M|

| 2023|121|$32.7M|$720,116|$1.6M|

| 2022|118|$27.6M|$700,717|$1.5M|

## 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|

| ACEC RETIREMENT TRUST|OTHER|$44,989|—|$44,989|

| MAP RETIREMENT USA LLC|TPA|$4,300|$5,000|$9,300|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,059|—|$9,059|

| LUCIDA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LUCIDA LLC](https://planprovider.pro/provider/lucida-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,348

- **Estimated Expense Ratio:** 0.162% 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|$57,425|$9,059|$48,366|—|—|

| 2023|$44,723|$5,668|$2,175|—|—|

| 2022|$45,025|$7,043|$2,095|—|—|

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