Plan Snapshot
- Plan Sponsor: Macqueen Equipment, LLC
- Sponsor EIN: 410845185
- Sponsor Address: 1125 7TH STREET EAST, ST. PAUL, MN, 55106
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $19.6M
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 | 345 | $19.6M | $993,766 | $2.6M |
| 2023 | 292 | $15.9M | $780,431 | $2.0M |
| 2022 | 268 | $11.8M | $84,642 | $350,873 |
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 |
|---|---|---|---|---|
| BOMBERG, HANSON & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOMBERG, HANSON & ASSOCIATES, LLC — 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 | $106,723 | — | $88,060 | — | — |
| 2023 | $87,234 | — | $71,667 | — | — |
| 2022 | $1,471 | — | — | — | — |