Plan Snapshot
- Plan Sponsor: Mchale & Mchale Landscape Design LLC
- Sponsor EIN: 521558819
- Sponsor Address: 6212 LEAPLEY ROAD, UPPER MARLBORO, MD, 207723713
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $15.2M
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 | 341 | $15.2M | $389,958 | $770,717 |
| 2023 | 321 | $12.2M | $340,145 | $693,580 |
| 2022 | 298 | $9.5M | $317,748 | $662,392 |
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 |
|---|---|---|---|---|
| YOUNG, OAKES, BROWN AND COMPANY P.C | 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 | $300 | — | — | — | — |
| 2023 | $450 | — | — | — | — |
| 2022 | $450 | — | $450 | — | — |