# Mcandrews, Held & Malloy, Ltd. DC Plan
Source: https://planprovider.pro/companies/mcandrews-held-malloy-ltd-plan

> Mcandrews, Held & Malloy, Ltd.'s DC plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcandrews, Held & Malloy, Ltd.

- **Sponsor EIN:** 363592692

- **Sponsor Address:** 500 W. MADISON ST. - 34TH FLOOR, CHICAGO, IL, 60661

- **Plan Type:** DC

- **Total Participants:** 133

- **Total Assets:** $140.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|133|$140.0M|$2.5M|$1.9M|

| 2023|122|$122.8M|$2.3M|$1.7M|

| 2022|118|$102.0M|$2.1M|$1.5M|

## 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|

| MILLER, COOPER & CO. LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLER, COOPER & CO. LTD](https://planprovider.pro/provider/miller-cooper-and-co-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$368|—|—|—|—|

| 2023|$390|—|—|—|—|

| 2022|$1,809|—|$1,809|—|—|

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