Plan Snapshot
- Plan Sponsor: Mcallister & Quinn, LLC
- Sponsor EIN: 202025596
- Sponsor Address: 1625 EYE STREET, NW, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 137
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 137 | $17.3M | $0 | $0 |
| 2024 | 101 | $14.8M | $590,051 | $1.1M |
| 2023 | 94 | $12.2M | $411,998 | $936,995 |
| 2022 | 73 | $9.7M | $338,982 | $696,711 |
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 |
|---|---|---|---|---|
| WEALTHSPIRE RETIREMENT ADVISORY | Other Service Provider | $59,050 | — | $59,050 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $19,463 | — | $19,463 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $12,018 | — | $12,018 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,531
- Estimated Expense Ratio: 0.525% 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 |
|---|---|---|---|---|---|
| 2025 | $2,021,592 | $89,083 | — | — | — |
| 2024 | $741,995 | — | — | — | — |
| 2023 | $942,320 | — | — | — | — |
| 2022 | $946,050 | — | — | — | — |