Plan Snapshot
- Plan Sponsor: Mcalpin Industries, INC.
- Sponsor EIN: 160871790
- Sponsor Address: 255 HOLLENBECK STREET, ROCHESTER, NY, 14621
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $13.6M
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 | 160 | $13.6M | $256,297 | $1.1M |
| 2023 | 134 | $11.9M | $228,182 | $1.0M |
| 2022 | 156 | $12.7M | $268,086 | $1.1M |
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 |
|---|---|---|---|---|
| BURKE GROUP | NONE | $58,415 | — | $58,415 |
| ALESCO ADVISORS, LLC | NONE | $25,304 | — | $25,304 |
| DEJOY & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEJOY & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,719
- Estimated Expense Ratio: 0.615% 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 | $83,719 | $25,304 | $58,415 | — | — |
| 2023 | $77,643 | $23,468 | $54,175 | — | — |
| 2022 | $84,553 | $26,390 | $58,163 | — | — |