Plan Snapshot
- Plan Sponsor: Mccarl'S LLC
- Sponsor EIN: 250955049
- Sponsor Address: 1413 NINTH AVENUE, BEAVER FALLS, PA, 150100191
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 138 | $12.5M | $180,208 | $777,798 |
| 2023 | 97 | $10.6M | $191,363 | $648,038 |
| 2022 | 75 | $13.2M | $207,333 | $727,823 |
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 |
|---|---|---|---|---|
| NATIONWIDE | NONE | $29,517 | — | $29,517 |
| LPL FINANCIAL LLC | NONE | — | $23,188 | $23,188 |
| HILL, BARTH & KING LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — NONE
- LPL FINANCIAL LLC — NONE
- HILL, BARTH & KING LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,705
- Estimated Expense Ratio: 0.422% 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 | $51,522 | — | — | — | — |
| 2023 | $55,237 | — | — | — | — |
| 2022 | $8,985 | — | $8,985 | — | — |