# John W. Mcdougall Co. , INC. 401(k) Plan
Source: https://planprovider.pro/companies/john-w-mcdougall-co-inc-401k-plan

> John W. Mcdougall Co. , INC.'s 401(k) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** John W. Mcdougall Co. , INC.

- **Sponsor EIN:** 620435228

- **Sponsor Address:** 3731 AMY LYNN DRIVE, NASHVILLE, TN, 37218

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

- **Total Participants:** 186

- **Total Assets:** $8.8M

## 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|186|$8.8M|$476,679|$618,163|

| 2023|217|$11.4M|$557,410|$748,385|

| 2022|212|$9.5M|$518,350|$739,354|

## 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|

| DEMPSEY VANTREASE & HOLLIS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DEMPSEY VANTREASE & HOLLIS PLLC](https://planprovider.pro/provider/dempsey-vantrease-and-follis-pllc) — 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|$47,841|—|$46,941|—|—|

| 2023|$65,093|—|$44,398|—|—|

| 2022|$63,303|—|—|—|—|

## Similar Plans

- [Tate Ornamental, INC.](https://planprovider.pro/companies/tate-ornamental-inc-401k-plan) — 183 participants

- [Cummings Resources, LLC](https://planprovider.pro/companies/cummings-resources-llc-401k-plan) — 170 participants

- [Ngk Metals Corporation](https://planprovider.pro/companies/ngk-metals-corporation-401k-plan) — 83 participants

- [Precision Ladders, LLC](https://planprovider.pro/companies/precision-ladders-llc-401k-plan) — 33 participants

- [Beverly Steel, INC.](https://planprovider.pro/companies/beverly-steel-inc-plan) — 12 participants

- [Mueller Streamline Company](https://planprovider.pro/companies/mueller-streamline-company-401k-plan) — 1,044 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/john-w-mcdougall-co-inc-401k-plan)

© 2026 PlanProvider.Pro