Plan Snapshot
- Plan Sponsor: Mcgill Restoration, INC.
- Sponsor EIN: 470680058
- Sponsor Address: 2821 GREBE STREET, OMAHA, NE, 68112
- 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 | $160,030 | $268,079 |
| 2023 | 90 | $4.7M | $225,048 | $378,865 |
| 2022 | 108 | $3.9M | $206,196 | $394,145 |
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 |
|---|---|---|---|---|
| USI ADVISORS INC | INVESTMENT ADVISOR | $25,862 | — | $25,862 |
| FUTUREPLAN BY ASCENSUS | CONTRACT ADMIN | $12,496 | $4,220 | $16,716 |
| MCMILLEN DOVALI CO., P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,578
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 | $7,921 | — | $7,921 | — | — |
| 2023 | $5,659 | — | $5,659 | — | — |
| 2022 | $4,291 | — | $4,291 | — | — |