Plan Snapshot
- Plan Sponsor: Mckenney'S, INC.
- Sponsor EIN: 580501197
- Sponsor Address: 1056 MORELAND INDUSTRIAL BOULEVARD, ATLANTA, GA, 30316
- Plan Type: 401(k)
- Total Participants: 1,764
- Total Assets: $129.3M
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 | 1,764 | $129.3M | $4.1M | $6.1M |
| 2023 | 1,629 | $104.9M | $6.2M | $2.1M |
| 2022 | 1,493 | $89.1M | $3.0M | $4.8M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES, L | RECORDKEEPER | $102,457 | — | $102,457 |
| MORGAN STANLEY | CONSULT/INVEST ADVISOR | $87,783 | — | $87,783 |
| VOYA RETIREMENT ADVISORS, LLC | INVEST ADVISOR | $30,757 | — | $30,757 |
| WINDHAM BRANNON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — CONSULT/INVEST ADVISOR
- VOYA RETIREMENT ADVISORS, LLC — INVEST ADVISOR
- WINDHAM BRANNON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,997
- Estimated Expense Ratio: 0.171% 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 | $149,237 | $97,139 | — | — | — |
| 2023 | $58,582 | $2,578 | $50 | — | — |
| 2022 | $86,988 | — | — | — | — |