# Mccarthy-Bush Corporation 401(k) Plan
Source: https://planprovider.pro/companies/mccarthy-bush-corporation-401k-plan

> Mccarthy-Bush Corporation's 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [BASSPARTNERS LLC DBA A PORTER CPA](https://planprovider.pro/provider/bas-partners) — 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|—|—|—|—|

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