Plan Snapshot
- Plan Sponsor: Mccurley Integrity Dealerships, LLC
- Sponsor EIN: 271512348
- Sponsor Address: PO BOX 2698, PASCO, WA, 99302
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $19.5M
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 | 187 | $19.5M | $442,982 | $957,691 |
| 2023 | 196 | $16.8M | $456,367 | $953,232 |
| 2022 | 198 | $14.0M | $509,177 | $995,987 |
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 |
|---|---|---|---|---|
| HFG TRUST LLC | NONE | $23,109 | — | $23,109 |
| RANDALL & HURLEY, INC. | NONE | $15,904 | — | $15,904 |
| MATRIX TRUST COMPANY | NONE | $9,205 | — | $9,205 |
| DECORIA, BLAIR & TEAGUE, P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DECORIA, BLAIR & TEAGUE, P.S. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,218
- Estimated Expense Ratio: 0.248% 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 | $48,218 | $23,109 | $15,904 | — | — |
| 2023 | $43,106 | $19,777 | $15,539 | — | — |
| 2022 | $43,430 | $27,816 | $15,614 | — | — |