# Mcclam And Associates, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/mcclam-and-associates-inc-570672748-501

> Mcclam And Associates, INC.'s Health & Welfare plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcclam And Associates, INC.

- **Sponsor EIN:** 570672748

- **Sponsor Address:** 1642 HOLY TRINITY CHURCH RD, LITTLE MOUNTAIN, SC, 29075

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 78

- **Total Assets:** $2,261

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|78|$2,261|$840,343|$0|

| 2023|70|$66,628|$409,613|$235,209|

| 2022|72|$27,595|$477,871|$0|

## 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|

| PLANNED ADMINISTRATORS, INC|Other Service Provider|$41,440|—|$41,440|

| PROPEL (ALERA SC)|Investment Advisor|$28,650|—|$28,650|

| THE BENECON GROUP|Investment Advisor|$16,069|—|$16,069|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $86,159

- **Estimated Expense Ratio:** 3810.659% 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|$845,851|—|—|—|—|

| 2023|$673,451|—|—|—|—|

| 2022|$561,146|—|—|—|—|

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