# Mcconnell Valdes LLC DC Plan
Source: https://planprovider.pro/companies/mcconnell-valdes-llc-plan

> Mcconnell Valdes LLC's DC plan: 149 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Mcconnell Valdes LLC

- **Sponsor EIN:** 660226027

- **Sponsor Address:** PO BOX 364225, SAN JUAN, PR, 009364225

- **Plan Type:** DC

- **Total Participants:** 149

- **Total Assets:** $80.8M

## 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:** Yes

## Plan Financials by Year

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

| 2025|149|$80.8M|$0|$0|

| 2024|137|$73.3M|$0|$0|

| 2023|132|$61.2M|$0|$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|

| LANDA UMPIERRE PSC|Auditor|$11,325|—|$11,325|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LANDA UMPIERRE PSC](https://planprovider.pro/provider/landa-umpierre-psc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,325

- **Estimated Expense Ratio:** 0.014% 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|

| 2025|$304,621|$245,499|—|$11,325|—|

| 2024|$269,869|$212,703|$28,711|$11,330|—|

| 2023|$246,293|$188,207|$40,860|—|—|

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