Plan Snapshot
- Plan Sponsor: Mcconnell & Associates, INC.
- Sponsor EIN: 431139077
- Sponsor Address: 1225 IRON STREET, NORTH KANSAS CITY, MO, 64116
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 137
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 137 | $18.8M | $480,745 | $1.0M |
| 2023 | 115 | $17.8M | $373,680 | $835,111 |
| 2022 | 103 | $14.9M | $322,821 | $740,760 |
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 |
|---|---|---|---|---|
| MARINER LLC | Investment Advisor | $39,146 | — | $39,146 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $27,941 | — | $27,941 |
| PICKETT, CHANEY & MCMULLEN LLP | Auditor | $11,350 | — | $11,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- PICKETT, CHANEY & MCMULLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,437
- Estimated Expense Ratio: 0.417% 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 | $78,437 | $39,146 | — | $11,350 | — |
| 2023 | $73,716 | $37,764 | — | $10,850 | — |
| 2022 | $72,552 | — | — | — | — |