Plan Snapshot
- Plan Sponsor: Mcfutures, INC.
- Sponsor EIN: 610966310
- Sponsor Address: 1324 FULTON RD, WINCHESTER, KY, 403911009
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $758,691 | $22,212 | $144,120 |
| 2022 | 180 | $3.6M | $20,267 | $178,558 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | RIA | $28,202 | — | $28,202 |
| JOHN HANCOCK LIFE INSURANCE CO | RECORDKEEPER | $6,050 | — | $6,050 |
| BESTEN & DIERUF, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES — RIA
- JOHN HANCOCK LIFE INSURANCE CO — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,252
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 | — | — | — | — | — |
| 2023 | $37,352 | — | $37,352 | — | — |
| 2022 | $39,706 | — | — | — | $39,706 |