Plan Snapshot
- Plan Sponsor: Mcchrystal Group LLC
- Sponsor EIN: 273760619
- Sponsor Address: 333 N FAIRFAX ST SUITE 100, ALEXANDRIA, VA, 223142632
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 80 | $13.2M | $591,377 | $1.4M |
| 2023 | 102 | $12.1M | $635,777 | $1.4M |
| 2022 | 96 | $8.5M | $519,597 | $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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | INVESTMENT ADVISORY | $53,997 | $4 | $54,001 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $13,437 | — | $13,437 |
| RYAN & WETMORE, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — INVESTMENT ADVISORY
- RYAN & WETMORE, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,438
- Estimated Expense Ratio: 0.513% 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 | $67,436 | $53,999 | $13,437 | — | — |
| 2023 | $31,540 | — | $31,540 | — | — |
| 2022 | $50,391 | $36,351 | $14,040 | — | — |