Plan Snapshot
- Plan Sponsor: Mcguire Bearing Company
- Sponsor EIN: 930570601
- Sponsor Address: 947 S.E. MARKET STREET, PORTLAND, OR, 97214
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $53.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 251 | $53.6M | $1.7M | $1.5M |
| 2023 | 225 | $47.6M | $1.7M | $1.3M |
| 2022 | 216 | $40.4M | $1.3M | $1.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,498 | — | $14,498 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $5,914 | — | $5,914 |
| TALBOT, KORVOLA & WARWICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- TALBOT, KORVOLA & WARWICK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,412
- Estimated Expense Ratio: 0.038% 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 | $20,292 | $14,498 | — | — | — |
| 2023 | $17,726 | $12,382 | — | — | — |
| 2022 | $16,074 | $10,946 | — | — | — |