Plan Snapshot
- Plan Sponsor: Mckinley Packaging, INC.
- Sponsor EIN: 820864871
- Sponsor Address: 1503 LBJ FREEWAY, SUITE 625, FARMERS BRANCH, TX, 75234
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $11.6M
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. |
|---|---|---|---|---|
| 2023 | 423 | $11.6M | $523,741 | $1.5M |
| 2022 | 465 | $9.5M | $479,908 | $1.3M |
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 O | RECORDKEEPER | $110,678 | — | $110,678 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $11,406 | — | $11,406 |
| MOSS ADAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,084
- Estimated Expense Ratio: 1.048% 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 |
|---|---|---|---|---|---|
| 2023 | $61,042 | $5,703 | — | — | — |
| 2022 | $52,744 | — | $52,744 | — | — |