Plan Snapshot
- Plan Sponsor: Macquarie Holdings (U.S.A.) INC.
- Sponsor EIN: 133789912
- Sponsor Address: 660 5TH AVE, NEW YORK, NY, 10103
- Plan Type: 401(k)
- Total Participants: 2,294
- Total Assets: $720.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,294 | $720.7M | $17.0M | $39.4M |
| 2023 | 2,432 | $599.5M | $17.0M | $38.3M |
| 2022 | 2,280 | $470.4M | $14.1M | $32.7M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS — 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 | $587,135 | $139,054 | — | — | — |
| 2023 | $425,589 | $104,377 | — | — | — |
| 2022 | $115,813 | $73,916 | — | — | — |