Plan Snapshot
- Plan Sponsor: Interstate-Mcbee, LLC
- Sponsor EIN: 341922271
- Sponsor Address: 4901 LAKESIDE AVE. E, CLEVELAND, OH, 441143931
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $25.9M
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 | 297 | $25.9M | $572,370 | $1.5M |
| 2023 | 280 | $23.4M | $552,474 | $1.5M |
| 2022 | 302 | $19.9M | $517,084 | $1.4M |
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 |
|---|---|---|---|---|
| MEADEN & MOORE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE — Auditor
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 | $96,492 | $57,061 | $39,431 | — | — |
| 2023 | $101,601 | $68,341 | $33,260 | — | — |
| 2022 | $32,369 | — | $32,369 | — | — |