Plan Snapshot
- Plan Sponsor: Mccue Corporation
- Sponsor EIN: 043008265
- Sponsor Address: 125 WATER STREET, DANVERS, MA, 01923
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 106
- Total Assets: $6.4M
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. |
|---|---|---|---|---|
| 2023 | 106 | $6.4M | $174,333 | $508,483 |
| 2022 | 86 | $4.9M | $169,779 | $479,538 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK USA | Recordkeeper | $21,691 | — | $21,691 |
| SENTINEL PENSION ADVISORS | Recordkeeper | $16,711 | — | $16,711 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — Recordkeeper
- SENTINEL PENSION ADVISORS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,402
- Estimated Expense Ratio: 0.599% 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 |
|---|---|---|---|---|---|
| 2023 | $38,402 | $16,711 | $21,691 | — | — |
| 2022 | $34,259 | $14,812 | — | — | $19,447 |