Plan Snapshot
- Plan Sponsor: Mcclone Construction Company, LLC
- Sponsor EIN: 680300753
- Sponsor Address: 5170 HILLSDALE CIRCLE, EL DORADO HILLS, CA, 95762
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 173 | $18.8M | $970,654 | $1.4M |
| 2023 | 169 | $15.3M | $746,815 | $1.2M |
| 2022 | 157 | $12.0M | $893,050 | $1.2M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $31,031 | — | $31,031 |
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,031
- Estimated Expense Ratio: 0.165% 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 | $31,321 | — | $60 | — | — |
| 2023 | $37,243 | $16,548 | $2,346 | — | — |
| 2022 | $39,694 | — | $39,653 | — | $41 |