Plan Snapshot
- Plan Sponsor: Maclellan Integrated Services
- Sponsor EIN: 382510037
- Sponsor Address: 3120 WALL STREET, LEXINGTON, KY, 40513
- Plan Type: DC
- Total Participants: 1,067
- Total Assets: $24.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,067 | $24.1M | $1.7M | $2.5M |
| 2023 | 1,093 | $20.3M | $1.5M | $2.2M |
| 2022 | 1,458 | $15.0M | $1.2M | $1.9M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $82,144 | $8,292 | — | — | — |
| 2023 | $64,096 | $5,180 | — | — | — |
| 2022 | $51,376 | $3,771 | — | — | — |