Plan Snapshot
- Plan Sponsor: Mcgeorge Contracting Co., INC.
- Sponsor EIN: 710207991
- Sponsor Address: P.O. BOX 7008, PINE BLUFF, AR, 71611
- Plan Type: 401(k)
- Total Participants: 532
- Total Assets: $95.6M
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 | 532 | $95.6M | $4.9M | $2.6M |
| 2023 | 475 | $87.8M | $4.3M | $2.4M |
| 2022 | 440 | $76.2M | $4.0M | $2.2M |
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 |
|---|---|---|---|---|
| MORNINGSTAR | SERVICE PROVIDER | — | $8,583 | $8,583 |
| HOGAN TAYLOR, LLP | SERVICE PROVIDER | $4,024 | — | $4,024 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
- HOGAN TAYLOR, LLP — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,607
- Estimated Expense Ratio: 0.013% 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 | $89,800 | — | — | — | — |
| 2023 | $23,239 | — | — | — | — |
| 2022 | $22,242 | — | — | — | — |