Plan Snapshot
- Plan Sponsor: Macelree Harvey, Ltd.
- Sponsor EIN: 232170546
- Sponsor Address: 17 WEST MINER STREET, WEST CHESTER, PA, 19382
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $24.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 75 | $24.8M | $491,333 | $722,163 |
| 2023 | 82 | $22.4M | $461,846 | $724,594 |
| 2022 | 87 | $19.5M | $434,398 | $696,831 |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.060% 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 | $68,929 | — | — | $15,000 | — |
| 2023 | $46,953 | $43,252 | — | — | — |
| 2022 | $43,714 | — | — | — | $43,714 |