# Macpherson Western Tool & Supply Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/macpherson-western-tool-supply-co-inc-401k-plan

> Macpherson Western Tool & Supply Co., INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|

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