# Mcgill Associates, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/mcgill-associates-p-a-plan

> Mcgill Associates, P.A.'s 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcgill Associates, P.A.

- **Sponsor EIN:** 561396980

- **Sponsor Address:** 55 BROAD STREET, ASHEVILLE, NC, 28801

- **Plan Type:** 401(k)

- **Total Participants:** 182

- **Total Assets:** $20.7M

## 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|182|$20.7M|$408,740|$1.2M|

| 2023|170|$18.4M|$342,695|$1.0M|

| 2022|141|$15.1M|$320,052|$918,252|

## 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|

| DMJPS, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$78,806|$49,304|$29,502|—|—|

| 2023|$76,824|$49,976|$23,715|—|—|

| 2022|$73,193|$51,819|$14,929|—|$6,445|

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