Plan Snapshot
- Plan Sponsor: Macallister Machinery Co., INC
- Sponsor EIN: 350791060
- Sponsor Address: 6300 SOUTHEASTERN AVE, INDIANAPOLIS, IN, 46203
- Plan Type: 401(k)
- Total Participants: 2,252
- Total Assets: $440.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,252 | $440.0M | $10.4M | $18.3M |
| 2023 | 2,188 | $381.4M | $10.3M | $17.1M |
| 2022 | 1,932 | $319.5M | $9.7M | $15.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — 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 | $200,330 | $32,557 | — | — | — |
| 2023 | $151,237 | -$1,320 | — | — | — |
| 2022 | $153,860 | — | $131,156 | — | — |