# Mcdermott Investments 401(k) Plan
Source: https://planprovider.pro/companies/mcdermott-investments-401k-plan

> Mcdermott Investments's 401(k) plan: 5,104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcdermott Investments

- **Sponsor EIN:** 741032246

- **Sponsor Address:** 915 N ELDRIDGE PARKWAY, HOUSTON, TX, 77079

- **Plan Type:** 401(k)

- **Total Participants:** 5,104

- **Total Assets:** $1.4B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,104|$1.4B|$10.4M|$23.8M|

| 2023|3,605|$1.3B|$18.8M|$20.9M|

| 2022|3,316|$1.2B|$8.8M|$21.9M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$174,906|—|$174,906|

| MERCER INVESTMENT LLC|CONSULTANT|$128,714|—|$128,714|

| ESLER & VANDERSCHAAFF CO., L.P.A.|ATTORNEY/LEGAL|$32,647|—|$32,647|

| CALVETTI FERGUSON, P.C.|ACCOUNTANT/AUDITOR|$30,000|—|$30,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $366,267

- **Estimated Expense Ratio:** 0.027% 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|-$10,556|$174,906|$2,100|$30,000|—|

| 2023|-$16,386|$185,001|$3,300|$28,000|—|

| 2022|$70,003|$203,878|—|—|—|

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