Plan Snapshot
- Plan Sponsor: Mcfarland-Johnson, INC.
- Sponsor EIN: 160770183
- Sponsor Address: 49 COURT STREET SUITE 240, BINGHAMTON, NY, 13901
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $38.6M
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 | 211 | $38.6M | $742,334 | $2.3M |
| 2023 | 195 | $31.2M | $635,565 | $2.1M |
| 2022 | 166 | $25.0M | $527,216 | $1.8M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $85,803 | — | $85,803 |
| MENGEL, METZGER, BARR & CO, LLP | AUDITOR | $22,800 | — | $22,800 |
| MENGEL, METZGER, BARR & CO. LLP | Auditor | $22,800 | — | $22,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- MENGEL, METZGER, BARR & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,403
- Estimated Expense Ratio: 0.340% 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 | $108,603 | $85,803 | — | $22,800 | — |
| 2023 | $92,318 | $91,918 | — | — | — |
| 2022 | $96,429 | — | $96,429 | — | — |