# Mcguire Bearing Company 401(k) Plan
Source: https://planprovider.pro/companies/mcguire-bearing-company-401k-plan

> Mcguire Bearing Company's 401(k) plan: 251 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TALBOT, KORVOLA & WARWICK, LLP](https://planprovider.pro/provider/talbot-korvola-and-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|—|—|—|

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