Plan Snapshot
- Plan Sponsor: Mccourt Equipment
- Sponsor EIN: 742913583
- Sponsor Address: 5141 WEST STATE HWY 71, LA GRANGE, TX, 78945
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $9.3M | $542,172 | $752,762 |
| 2023 | 147 | $7.2M | $440,870 | $623,747 |
| 2022 | 130 | $5.4M | $364,474 | $542,606 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $29,626 | — | $29,626 |
| EDWARD D JONES & COMPANY | INVESTMENT ADVISORY-PLAN | $27,449 | — | $27,449 |
| ROBERTSON & ROBERTSON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
- ROBERTSON & ROBERTSON PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,075
- Estimated Expense Ratio: 0.612% 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 | $62,997 | -$3,303 | $7,540 | — | — |
| 2023 | $50,115 | $216 | $6,340 | — | — |
| 2022 | — | — | — | — | — |