Plan Snapshot
- Plan Sponsor: Mackin & Son Automotive, INC.
- Sponsor EIN: 930661919
- Sponsor Address: 300 SE HEARTHWOOD BLVD, VANCOUVER, WA, 98684
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $4.8M
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 | 128 | $4.8M | $61,120 | $525,367 |
| 2023 | 115 | $4.1M | $54,145 | $461,701 |
| 2022 | 92 | $3.1M | $44,733 | $412,205 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $24,666 | — | $24,666 |
| PINNACLE WEALTH ADVISORS | INVESTMENT/FINANCIAL ADVI | $13,231 | — | $13,231 |
| PLATFORM CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- PINNACLE WEALTH ADVISORS — INVESTMENT/FINANCIAL ADVI
- PLATFORM CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,897
- Estimated Expense Ratio: 0.786% 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 | $37,899 | $13,232 | — | — | — |
| 2023 | $31,193 | $10,287 | — | — | — |
| 2022 | $28,333 | — | — | — | — |