# Mccarthy & Holthus, LLP 401(k) Plan
Source: https://planprovider.pro/companies/mccarthy-holthus-llp-401k-plan

> Mccarthy & Holthus, LLP's 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mccarthy & Holthus, LLP

- **Sponsor EIN:** 330840381

- **Sponsor Address:** 2763 CAMINO DEL RIO SOUTH STE 100, SAN DIEGO, CA, 92108

- **Plan Type:** 401(k)

- **Total Participants:** 317

- **Total Assets:** $19.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|317|$19.2M|$140,328|$977,222|

| 2023|348|$16.4M|$141,677|$988,511|

| 2022|348|$14.2M|$171,479|$914,212|

## 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|

| HOCKING & SCHULENBERG, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$14,099|—|—|—|—|

| 2023|$11,036|—|$3,150|—|—|

| 2022|$11,380|—|—|—|$5,920|

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