Plan Snapshot
- Plan Sponsor: Mccrea Equipment Company INC
- Sponsor EIN: 520787164
- Sponsor Address: 4463 BEECH ROAD, TEMPLE HILL, MD, 20748
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $7.9M
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 | 284 | $7.9M | $169,078 | $431,772 |
| 2023 | 262 | $6.9M | $97,865 | $338,390 |
| 2022 | 243 | $5.7M | $101,833 | $329,157 |
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 |
|---|---|---|---|---|
| SRG & COMPANY, LLC | 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 | $1,953 | — | — | — | — |
| 2023 | $1,117 | — | — | — | — |
| 2022 | $2,181 | — | $2,181 | — | — |