Plan Snapshot
- Plan Sponsor: Holowicki Enterprises Dba Mcdonalds
- Sponsor EIN: 311177272
- Sponsor Address: 5049 CEMETERY ROAD, HILLIARD, OH, 43026
- Plan Type: 401(k)
- Total Participants: 532
- Total Assets: $4.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 532 | $4.3M | $145,035 | $317,659 |
| 2023 | 448 | $3.6M | $144,972 | $296,514 |
| 2022 | 237 | $2.9M | $142,091 | $302,450 |
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 |
|---|---|---|---|---|
| BUDROS RUHLIN & ROE INC | INVESTMENT ADVISOR | $20,529 | — | $20,529 |
| TRANSAMERICA LIFE INSURANCE CO. | RECORDKEEPER | $16,701 | — | $16,701 |
| ARY ROEPCKE MULCHAEY PC | AUDIT | $9,200 | — | $9,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE CO. — RECORDKEEPER
- ARY ROEPCKE MULCHAEY PC — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,430
- Estimated Expense Ratio: 1.075% 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 | $47,630 | $20,529 | $17,901 | $9,200 | — |
| 2023 | $32,050 | $16,446 | $15,604 | — | — |
| 2022 | $29,449 | $13,863 | $15,586 | — | — |