Plan Snapshot
- Plan Sponsor: Mcdonalds Corporation And Subsidiaries
- Sponsor EIN: 362361282
- Sponsor Address: 110 N. CARPENTER ST., CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 24,044
- Total Assets: $3.7B
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 | 24,044 | $3.7B | $43.1M | $70.1M |
| 2023 | 22,475 | $3.8B | $39.5M | $64.9M |
| 2022 | 20,872 | $3.6B | $38.4M | $62.9M |
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 |
|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | NONE | $844,754 | — | $844,754 |
| AON HEWITT INVESTMENT CONSULTANTS | NONE | $514,000 | — | $514,000 |
| GOLDMAN SACHS ASSET MANAGEMENT LP | NONE | $237,742 | — | $237,742 |
| NORTHERN TRUST INVESTMENT INC | NONE | $108,218 | — | $108,218 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | NONE | $55,000 | — | $55,000 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,759,714
- Estimated Expense Ratio: 0.047% 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 | $1,763,458 | $1,522,654 | — | — | — |
| 2023 | $1,644,392 | $1,379,842 | — | — | — |
| 2022 | $1,862,791 | — | — | — | $1,862,791 |