# Mcginnis Lochridge LLP DC Plan
Source: https://planprovider.pro/companies/mcginnis-lochridge-llp-plan

> Mcginnis Lochridge LLP's DC plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcginnis Lochridge LLP

- **Sponsor EIN:** 741196349

- **Sponsor Address:** 1111 W. 6TH ST, AUSTIN, TX, 78703

- **Plan Type:** DC

- **Total Participants:** 137

- **Total Assets:** $64.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|137|$64.6M|$1.9M|$1.7M|

| 2023|127|$57.9M|$2.0M|$1.5M|

| 2022|128|$49.7M|$1.9M|$1.5M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$70,800|—|$70,800|

| B&T CAPITAL MANAGEMENT INCORPO|NONE|$34,369|—|$34,369|

| TERRY MCDANIEL & COMPANY|NONE|$26,272|—|$26,272|

| HIGHTOWER ADVISORS LLC|NONE|$8,730|—|$8,730|

| CROWE LLP|NONE|$7,875|—|$7,875|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $148,046

- **Estimated Expense Ratio:** 0.229% 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|$148,046|$70,205|—|$7,875|—|

| 2023|$133,462|$50,698|$18,900|—|—|

| 2022|$121,362|$52,823|—|—|—|

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