# Madison Creek Partners 401(k) Plan
Source: https://planprovider.pro/companies/madison-creek-partners-401k-plan

> Madison Creek Partners's 401(k) plan: 1,910 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Madison Creek Partners

- **Sponsor EIN:** 471931870

- **Sponsor Address:** 26522 LA ALAMEDA, SUITE 300, MISSION VIEJO, CA, 926918302

- **Plan Type:** 401(k)

- **Total Participants:** 1,910

- **Total Assets:** $3.0M

## 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.|

| 2023|1,910|$3.0M|$0|$1.7M|

| 2022|933|$1.1M|$0|$1.1M|

## 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|$89,016|—|$89,016|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|—|$10,606|$10,606|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,622

- **Estimated Expense Ratio:** 3.306% 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|

| 2023|$44,509|—|$44,509|—|—|

| 2022|$32,875|—|$32,875|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/madison-creek-partners-401k-plan)

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