Plan Snapshot
- Plan Sponsor: Mcfarlane Manufacturing Company, INC.
- Sponsor EIN: 391046249
- Sponsor Address: 780 CAROLINA STREET, SAUK CITY, WI, 53583
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $25.1M
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 | 201 | $25.1M | $264,706 | $796,855 |
| 2023 | 203 | $25.1M | $237,790 | $745,792 |
| 2022 | 209 | $22.2M | $129,759 | $709,447 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $29,553 | — | $29,553 |
| GLOBAL RETIREMENT PARTNERS, LLC | INVESTMENT ADVISOR | $25,000 | — | $25,000 |
| ENGELSON & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- GLOBAL RETIREMENT PARTNERS, LLC — INVESTMENT ADVISOR
- ENGELSON & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,553
- Estimated Expense Ratio: 0.218% 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 | $54,553 | $25,000 | — | — | — |
| 2023 | $54,926 | $25,000 | — | $9,150 | — |
| 2022 | $70,009 | $30,500 | — | — | $8,500 |