# Mcconnell & Jones LLP 401(k) Plan
Source: https://planprovider.pro/companies/mcconnell-jones-llp-401k-plan

> Mcconnell & Jones LLP's 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcconnell & Jones LLP

- **Sponsor EIN:** 760488832

- **Sponsor Address:** 4828 LOOP CENTRAL DRIVE, HOUSTON, TX, 77081

- **Plan Type:** 401(k)

- **Total Participants:** 177

- **Total Assets:** $14.7M

## 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|177|$14.7M|$504,199|$1.1M|

| 2023|158|$12.2M|$474,458|$1.0M|

| 2022|128|$9.9M|$408,978|$903,304|

## 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|

| DAVID P. CHANEY, CPA, P.C.|Auditor|$9,000|—|$9,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,000

- **Estimated Expense Ratio:** 0.061% 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|$57,081|$18,500|—|$9,000|—|

| 2023|$49,220|$18,500|—|$9,000|—|

| 2022|$52,035|—|—|—|—|

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