# Ducharme, Mcmillen & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ducharme-mcmillen-associates-inc-401k-plan-006

> Ducharme, Mcmillen & Associates, INC.'s 401(k) plan: 679 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ducharme, Mcmillen & Associates, INC.

- **Sponsor EIN:** 351293472

- **Sponsor Address:** 828 S HARRISON ST, FORT WAYNE, IN, 468022206

- **Plan Type:** 401(k)

- **Total Participants:** 679

- **Total Assets:** $69.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|679|$69.3M|$0|$5.2M|

| 2023|633|$57.3M|$0|$4.1M|

| 2022|558|$44.6M|$0|$3.7M|

## 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|

| SYM FINANCIAL ADVISORS|INVESTMENT ADVISORY|$94,630|$16|$94,646|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$68,047|—|$68,047|

| KATZ, SAPPER & MILLER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SYM FINANCIAL ADVISORS](https://planprovider.pro/provider/sym-financial-advisors) — INVESTMENT ADVISORY

- [KATZ, SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $162,693

- **Estimated Expense Ratio:** 0.235% 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|$162,677|$94,630|$68,047|—|—|

| 2023|$124,017|$67,593|$56,424|—|—|

| 2022|$14,984|—|$14,984|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ducharme-mcmillen-associates-inc-401k-plan-006)

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