# Mcafee & Taft A Professional Corporation DC Plan
Source: https://planprovider.pro/companies/mcafee-taft-a-professional-corporation-plan-001

> Mcafee & Taft A Professional Corporation's DC plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcafee & Taft A Professional Corporation

- **Sponsor EIN:** 730781676

- **Sponsor Address:** 8TH FLOOR, TWO LEADERSHIP SQUARE, OKLAHOMA CITY, OK, 73102

- **Plan Type:** DC

- **Total Participants:** 337

- **Total Assets:** $183.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|337|$183.3M|$5.0M|$3.2M|

| 2023|311|$153.2M|$4.7M|$3.1M|

| 2022|252|$124.1M|$4.3M|$2.6M|

## 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|

| HOGANTAYLOR LLP|ACCOUNTANT/AUDITOR|$17,723|—|$17,723|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,547|—|$12,547|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$10,878|—|$10,878|

### Verified Provider Profiles

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

- [HOGANTAYLOR LLP](https://planprovider.pro/provider/hogan-taylor-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,148

- **Estimated Expense Ratio:** 0.022% 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|$46,749|$12,547|—|—|—|

| 2023|$44,495|$26,178|$600|—|—|

| 2022|-$41,237|$7,884|—|—|—|

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