Plan Snapshot
- Plan Sponsor: Mcafee LLC
- Sponsor EIN: 770316593
- Sponsor Address: 6220 AMERICAN CENTER DRIVE, SAN JOSE, CA, 95002
- Plan Type: 401(k)
- Total Participants: 4,321
- Total Assets: $173.7M
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 | 4,321 | $173.7M | $3.3M | $10.3M |
| 2023 | 541 | $150.7M | $3.4M | $9.7M |
| 2022 | 527 | $123.4M | $3.4M | $9.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $38,416 | — | $38,416 |
| BAKERTILLY US LLP | AUDITOR | $32,764 | — | $32,764 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKERTILLY US LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,180
- Estimated Expense Ratio: 0.041% 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 | $71,180 | — | $1,200 | — | — |
| 2023 | $45,243 | — | $300 | — | — |
| 2022 | $59,317 | — | — | — | — |