# Macelree Harvey, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/macelree-harvey-ltd-plan

> Macelree Harvey, Ltd.'s 401(k) plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — 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|

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