# Mckim & Creed, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mckim-creed-inc-401k-plan

> Mckim & Creed, INC.'s 401(k) plan: 867 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mckim & Creed, INC.

- **Sponsor EIN:** 562136769

- **Sponsor Address:** 4300 EDWARD MILL RD SUITE 200, RALEIGH, NC, 27606

- **Plan Type:** 401(k)

- **Total Participants:** 867

- **Total Assets:** $51.8M

## 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|867|$51.8M|$0|$4.8M|

| 2023|822|$43.9M|$0|$4.2M|

| 2022|766|$34.6M|$0|$3.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$75,065|—|$75,065|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|INVESTMENT ADVISOR|$55,961|—|$55,961|

| PBMARES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $131,026

- **Estimated Expense Ratio:** 0.253% 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|$131,026|$55,961|—|—|—|

| 2023|$89,683|$49,004|—|—|—|

| 2022|$100,135|$93,072|$7,063|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mckim-creed-inc-401k-plan)

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