Plan Snapshot
- Plan Sponsor: Mcdougall And Sons, INC.
- Sponsor EIN: 910978839
- Sponsor Address: 305 OLDS STATION ROAD, WENATCHEE, WA, 98801
- Plan Type: 401(k)
- Total Participants: 866
- Total Assets: $29.3M
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 | 866 | $29.3M | $846,136 | $1.3M |
| 2023 | 642 | $26.7M | $938,994 | $1.5M |
| 2022 | 660 | $23.6M | $896,579 | $1.4M |
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 |
|---|---|---|---|---|
| PENSION PLAN SPECIALISTS, PC | TPA | $64,905 | — | $64,905 |
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $56,677 | — | $56,677 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,582
- Estimated Expense Ratio: 0.414% 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 | $107,729 | — | $107,729 | — | — |
| 2023 | $83,455 | — | $83,455 | — | — |
| 2022 | $56,351 | — | $56,351 | — | — |