Plan Snapshot
- Plan Sponsor: Mcaconnect, LLC
- Sponsor EIN: 331000228
- Sponsor Address: 5251 DTC PARKWAY, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $32.1M
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 | 263 | $32.1M | $1.3M | $3.3M |
| 2023 | 284 | $25.2M | $1.1M | $3.0M |
| 2022 | 244 | $19.3M | $969,819 | $2.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $63,384 | — | $63,384 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISORY-PLAN | $33,000 | — | $33,000 |
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- CREATIVE PLANNING LLC — INVESTMENT ADVISORY-PLAN
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,384
- Estimated Expense Ratio: 0.300% 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 | $96,384 | $33,000 | — | — | — |
| 2023 | $75,290 | $33,000 | — | — | — |
| 2022 | $64,548 | $33,000 | — | — | — |