# Macdonald &amp; Owen Veneer &amp; Lumber Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/macdonald-owen-veneer-lumber-co-inc-401k-plan

> Macdonald &amp; Owen Veneer &amp; Lumber Co., INC.&#39;s 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Macdonald & Owen Veneer & Lumber Co., INC.

- **Sponsor EIN:** 410964059

- **Sponsor Address:** 1500 W. CTY HWY 16, SUITE C, WEST SALEM, WI, 54669

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

- **Total Participants:** 162

- **Total Assets:** $14.8M

## 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|162|$14.8M|$504,792|$713,516|

| 2023|186|$12.6M|$424,106|$731,781|

| 2022|176|$10.3M|$409,882|$658,038|

## 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|

| VRAKAS SC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VRAKAS SC](https://planprovider.pro/provider/vrakas-cpas-advisors) — 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|$61,271|$28,322|—|—|—|

| 2023|$59,431|$25,111|—|—|—|

| 2022|$55,160|$25,830|$29,330|—|—|

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