Plan Snapshot
- Plan Sponsor: Mackay & Sposito, INC.
- Sponsor EIN: 910915984
- Sponsor Address: 1325 SE TECH CENTER DRIVE, VANCOUVER, WA, 98683
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $20.1M
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 | $20.1M | $477,841 | $1.3M |
| 2023 | 137 | $18.4M | $469,711 | $1.2M |
| 2022 | 141 | $13.1M | $346,772 | $928,230 |
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 |
|---|---|---|---|---|
| GEFFEN MESHER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GEFFEN MESHER — 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 | $59,564 | $35,814 | — | — | — |
| 2023 | $55,127 | $30,800 | — | — | — |
| 2022 | $51,486 | — | — | — | — |