# Mcdonald Wholesale LLC 401(k) Plan
Source: https://planprovider.pro/companies/mcdonald-wholesale-co-401k-plan

> Mcdonald Wholesale LLC's 401(k) plan: 217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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