Plan Snapshot
- Plan Sponsor: Macro-Pro, INC.
- Sponsor EIN: 330387596
- Sponsor Address: 2400 GRAND AVENUE, LONG BEACH, CA, 90815
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $22.2M
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 | 143 | $22.2M | $574,574 | $1.1M |
| 2023 | 137 | $18.7M | $546,416 | $1.1M |
| 2022 | 118 | $15.4M | $415,808 | $876,862 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | Investment Advisor | $34,329 | — | $34,329 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $11,574 | — | $11,574 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,903
- Estimated Expense Ratio: 0.207% of plan assets
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 | $23,909 | $23,409 | — | — | — |
| 2023 | $19,683 | $19,450 | — | — | — |
| 2022 | $17,553 | — | $17,553 | — | — |