# Mcangus Goudelock & Courie, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mcangus-goudelock-courie-llc-401k-plan

> Mcangus Goudelock & Courie, LLC's 401(k) plan: 764 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nwps) — NONE

- [JANNEY MONTGOMERY SCOTT LLC](https://planprovider.pro/provider/janney-montgomery-scott-llc) — NONE

- [BAUKNIGHT, PIETRAS, & STORMER, P.A.](https://planprovider.pro/provider/bauknight-pietras-and-stormer-pa) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mcangus-goudelock-courie-llc-401k-plan)

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