# Maccall Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/maccall-management-llc-plan

> Maccall Management, LLC's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Maccall Management, LLC

- **Sponsor EIN:** 870527225

- **Sponsor Address:** 185 SOUTH STATE STREET, SALT LAKE CITY, UT, 84111

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

- **Total Participants:** 152

- **Total Assets:** $2.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|152|$2.3M|$130,957|$200,150|

| 2023|131|$1.9M|$100,250|$154,426|

| 2022|124|$1.4M|$86,487|$127,894|

## 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|

| RESOURCES INVESTMENT ADVISORS, INC.|CONSULTANT|$8,058|—|$8,058|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$6,876|—|$6,876|

| BANGERTER, LUND & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RESOURCES INVESTMENT ADVISORS, INC.](https://planprovider.pro/provider/epic-retirement-plan-services) — CONSULTANT

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,934

- **Estimated Expense Ratio:** 0.653% 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|$14,934|$8,058|—|—|—|

| 2023|$11,893|$5,375|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Iec Holdings, INC.](https://planprovider.pro/companies/iec-holdings-inc-401k-plan) — 113 participants

- [Hg Management, LLC](https://planprovider.pro/companies/hg-management-llc-401k-plan-001-8864) — 202 participants

- [Prime Holdings Insurance Services, INC.](https://planprovider.pro/companies/prime-holdings-insurance-services-inc-401k-plan) — 232 participants

- [Signal Peak Technology Ventures](https://planprovider.pro/companies/signal-peak-technology-ventures-401k-plan) — 34 participants

- [Pelion, INC.](https://planprovider.pro/companies/pelion-inc-plan) — 31 participants

- [Carriage House Investments Company](https://planprovider.pro/companies/carriage-house-investments-company-plan) — 280 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/maccall-management-llc-plan)

© 2026 PlanProvider.Pro