# Mcfarlane Manufacturing Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mcfarlane-manufacturing-company-inc-401k-plan

> Mcfarlane Manufacturing Company, INC.'s 401(k) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [ENGELSON & ASSOCIATES](https://planprovider.pro/provider/engelson-and-associates-ltd) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mcfarlane-manufacturing-company-inc-401k-plan)

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