Plan Snapshot
- Plan Sponsor: Mcguire Management Group, LLC
- Sponsor EIN: 460691763
- Sponsor Address: 600 EAST GREGORY STREET, PENSACOLA, FL, 32502
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $8.5M
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 | 149 | $8.5M | $320,288 | $588,004 |
| 2023 | 566 | $6.8M | $274,137 | $532,864 |
| 2022 | 548 | $5.4M | $286,914 | $530,440 |
| 2015 | 441 | $2.1M | $0 | $0 |
| 2014 | 398 | $2.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| SALTMARSH CLEAVELAND GUND | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,667 | $9,616 | — | — | — |
| 2023 | $1,235 | — | — | — | — |
| 2022 | $865 | — | — | — | $865 |
| 2015 | $3,120 | — | — | — | — |
| 2014 | $2,220 | — | — | — | — |