Plan Snapshot
- Plan Sponsor: Mccoy Corporation
- Sponsor EIN: 741542718
- Sponsor Address: 1350 IH 35 NORTH, SAN MARCOS, TX, 78666
- Plan Type: 401(k)
- Total Participants: 2,624
- Total Assets: $98.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 2,624 | $98.2M | $2.7M | $6.0M |
| 2023 | 2,705 | $86.7M | $4.4M | $6.0M |
| 2022 | 2,447 | $72.4M | $5.7M | $5.6M |
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 |
|---|---|---|---|---|
| LOLLEY & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $176,537 | — | $165,787 | — | — |
| 2023 | $159,758 | — | $151,208 | — | — |
| 2022 | $235,748 | — | — | — | — |