Plan Snapshot
- Plan Sponsor: Mckenna Motor Company, INC.
- Sponsor EIN: 953379374
- Sponsor Address: 10900 FIRESTONE BLVD, NORWALK, CA, 90650
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $11.0M
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 | 336 | $11.0M | $0 | $1.8M |
| 2023 | 347 | $10.0M | $0 | $2.0M |
| 2022 | 349 | $7.6M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | INVESTMENT/FINANCIAL ADVI | $36,250 | — | $36,250 |
| ADP, INC. | RECORD KEEPER | $13,148 | — | $13,148 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ACCELERATE INVESTMENT ADVISORS LLC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,398
- Estimated Expense Ratio: 0.449% 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 | $49,398 | $36,250 | — | — | — |
| 2023 | $36,758 | $28,340 | — | — | — |
| 2022 | $38,375 | — | — | — | — |