# Holowicki Enterprises Dba Mcdonalds 401(k) Plan
Source: https://planprovider.pro/companies/holowicki-enterprises-dba-mcdonalds-401k-plan

> Holowicki Enterprises Dba Mcdonalds's 401(k) plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [ARY ROEPCKE MULCHAEY PC](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/holowicki-enterprises-dba-mcdonalds-401k-plan)

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