# Mcchrystal Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/mcchrystal-group-llc-401k-plan

> Mcchrystal Group LLC's 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [RYAN & WETMORE, P.C.](https://planprovider.pro/provider/ryan-and-wetmore) — 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|—|—|

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