Plan Snapshot
- Plan Sponsor: Mccall Enterprises, INC.
- Sponsor EIN: 930914599
- Sponsor Address: 5480 NW FRONT AVE., PORTLAND, OR, 97210
- Plan Type: DB
- Total Participants: 32
- Total Assets: $26.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 32 | $26.7M | $500,000 | $0 |
| 2023 | 35 | $25.7M | $500,000 | $0 |
| 2022 | 35 | $25.0M | $520,000 | $0 |
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 |
|---|---|---|---|---|
| RETIREMENT CONSULTING GROUP INC | NONE | $41,341 | — | $41,341 |
| INDEPENDENT ACTUARIES, INC. | NONE | $32,688 | — | $32,688 |
| GEFFEN MESHER | NONE | $18,375 | — | $18,375 |
| GEFFEN MESHER & CO. P.C. | Auditor | $18,375 | — | $18,375 |
| PRINCIPAL TRUST COMPANY | NONE | $11,902 | — | $11,902 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GEFFEN MESHER & CO. P.C. — Auditor
- PRINCIPAL TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,681
- Estimated Expense Ratio: 0.459% 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 | $140,785 | $41,341 | — | $18,375 | — |
| 2023 | $129,690 | $38,980 | — | $17,500 | — |
| 2022 | $258,369 | $52,955 | — | — | $44,726 |