Plan Snapshot
- Plan Sponsor: Mccarthy-Bush Corporation
- Sponsor EIN: 421414240
- Sponsor Address: 5401 VICTORIA AVENUE, DAVENPORT, IA, 52807
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $33.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 204 | $33.7M | $507,093 | $1.4M |
| 2023 | 158 | $30.5M | $416,090 | $1.2M |
| 2022 | 166 | $28.9M | $386,636 | $1.1M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $72,017 | — | $72,017 |
| WINKEL, PARKER & FOSTER; CPA PC | ACCOUNTANT/AUDITOR | $6,500 | — | $6,500 |
| BASSPARTNERS LLC DBA A PORTER CPA | Auditor | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- BASSPARTNERS LLC DBA A PORTER CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,017
- Estimated Expense Ratio: 0.252% 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 | $40,472 | $72,017 | $300 | $6,500 | — |
| 2023 | $25,407 | $66,532 | — | $6,350 | — |
| 2022 | $35,202 | — | — | — | — |