Plan Snapshot
- Plan Sponsor: Mcdonald Lumber Company, INC.
- Sponsor EIN: 390887990
- Sponsor Address: 2020 ANGIE AVENUE, GREEN BAY, WI, 543021269
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 184 | $5.5M | $465,501 | $749,022 |
| 2023 | 228 | $4.4M | $408,029 | $641,980 |
| 2022 | 135 | $2.9M | $308,219 | $522,007 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $38,114 | — | — | — | — |
| 2023 | $27,822 | — | — | — | — |
| 2022 | $24,332 | — | — | — | — |