Plan Snapshot
- Plan Sponsor: Macpherson Western Tool & Supply Co., INC.
- Sponsor EIN: 941492715
- Sponsor Address: 1447 MARIANI CT, TRACY, CA, 953762858
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | -$4,585 | $380,071 |
| 2023 | 196 | $10.3M | $83,908 | $831,277 |
| 2022 | 183 | $8.4M | $87,868 | $827,923 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $131,194 | — | $131,194 |
| PRINCIPAL SECURITIES INC | OTHER SERVICES | — | $34,382 | $34,382 |
| JOHANSON & YAU | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,576
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 | $66,598 | — | $57,350 | $9,248 | — |
| 2023 | $65,543 | — | $65,543 | — | — |
| 2022 | $62,805 | — | $62,805 | — | — |