Plan Snapshot
- Plan Sponsor: Mccrum Family Holdings, LLC
- Sponsor EIN: 461520030
- Sponsor Address: PO BOX 229, BELFAST, ME, 04915
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $2.7M
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 | 207 | $2.7M | $302,344 | $390,705 |
| 2023 | 197 | $1.9M | $239,552 | $337,451 |
| 2022 | 171 | $1.2M | $191,257 | $289,242 |
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 |
|---|---|---|---|---|
| FELCH & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FELCH & COMPANY, LLC — Auditor
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 | $18,386 | — | $18,386 | — | — |
| 2023 | $14,884 | $299 | $11,810 | — | — |
| 2022 | $13,664 | $225 | $9,639 | — | $3,800 |