Plan Snapshot
- Plan Sponsor: Mcdonald Wholesale LLC
- Sponsor EIN: 260855703
- Sponsor Address: PO BOX 2340, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $16.3M
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 | 217 | $16.3M | $812,481 | $725,532 |
| 2023 | 203 | $13.8M | $635,779 | $676,833 |
| 2022 | 209 | $11.4M | $703,833 | $609,949 |
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 |
|---|---|---|---|---|
| BVAL CPAS & ADVISORS, LLP | Auditor | — | — | $0 |
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 | $69,193 | $28,871 | $33,560 | — | — |
| 2023 | $61,523 | $25,174 | $30,436 | — | — |
| 2022 | $57,316 | $21,699 | $32,617 | — | $3,000 |