Plan Snapshot
- Plan Sponsor: Mckenna Labs, INC.
- Sponsor EIN: 330827166
- Sponsor Address: 1601 E ORANGETHORPE AVE, FULLERTON, CA, 92831
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $6.6M
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 | 224 | $6.6M | $408,513 | $738,638 |
| 2023 | 204 | $5.2M | $373,268 | $662,104 |
| 2022 | 175 | $3.7M | $329,011 | $596,678 |
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 |
|---|---|---|---|---|
| NASIF, HICKS, HARRIS & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NASIF, HICKS, HARRIS & CO, LLP — Auditor
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 | $50,020 | $5,796 | — | — | — |
| 2023 | $34,377 | $3,588 | — | — | — |
| 2022 | $29,596 | $2,509 | $27,087 | — | — |