Plan Snapshot
- Plan Sponsor: Mason Mccoy Psychology, LLC
- Sponsor EIN: 205837003
- Sponsor Address: 132 DEMANADE BLVD, LAFAYETTE, LA, 70503
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 119 | $1.7M | $102,327 | $152,775 |
| 2023 | 125 | $1.4M | $193,603 | $130,525 |
| 2022 | 105 | $936,319 | $230,805 | $113,902 |
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 |
|---|---|---|---|---|
| DARNALL, SIKES & FREDERICK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DARNALL, SIKES & FREDERICK — 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 | $32,403 | $26,605 | $5,798 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |