Plan Snapshot
- Plan Sponsor: Mcangus Goudelock & Courie, LLC
- Sponsor EIN: 571016548
- Sponsor Address: 1320 MAIN STREET, COLUMBIA, SC, 29201
- Plan Type: 401(k)
- Total Participants: 764
- Total Assets: $111.1M
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 | 764 | $111.1M | $2.3M | $4.8M |
| 2023 | 698 | $94.2M | $1.3M | $4.6M |
| 2022 | 715 | $79.2M | $1.2M | $4.1M |
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 |
|---|---|---|---|---|
| NWPS | NONE | $153,813 | — | $153,813 |
| JANNEY MONTGOMERY SCOTT LLC | NONE | $70,282 | — | $70,282 |
| BAUKNIGHT, PIETRAS, & STORMER, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- JANNEY MONTGOMERY SCOTT LLC — NONE
- BAUKNIGHT, PIETRAS, & STORMER, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $224,095
- Estimated Expense Ratio: 0.202% 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 | $224,595 | $70,282 | — | — | — |
| 2023 | $148,060 | $60,944 | — | — | — |
| 2022 | $168,988 | $59,159 | — | — | $109,829 |