Plan Snapshot
- Plan Sponsor: Mcgregor Metal Holdings LLC
- Sponsor EIN: 874103294
- Sponsor Address: 2100 S YELLOW SPRINGS ST, SPRINGFIELD, OH, 455063354
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 250 | $11.4M | $133,118 | $666,106 |
| 2023 | 262 | $11.1M | $145,881 | $729,429 |
| 2022 | 251 | $10.9M | $121,288 | $606,953 |
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 |
|---|---|---|---|---|
| CONSOLIDATED FINANCIAL MGMT GROUP L | INVESTMENT ADVISOR | $16,665 | — | $16,665 |
| CLARK SCHAEFER HACKETT | CONTRACT ADMIN | $5,301 | — | $5,301 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,966
- Estimated Expense Ratio: 0.193% 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 | $22,139 | — | $22,139 | — | — |
| 2023 | $15,916 | — | $15,916 | — | — |
| 2022 | $11,204 | — | $11,204 | — | — |