Plan Snapshot
- Plan Sponsor: Mckinley Paper Company
- Sponsor EIN: 850403462
- Sponsor Address: COUNTY ROAD 19, PREWITT, NM, 87045
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13 | $6.8M | $111,484 | $324,657 |
| 2023 | 131 | $9.1M | $159,815 | $427,485 |
| 2022 | 143 | $7.8M | $162,490 | $469,862 |
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 |
|---|---|---|---|---|
| DUNCAN & HALEY LTD | NONE | $20,000 | — | $20,000 |
| NW INVESTMENT CONSULTING DBA NWPS | NONE | $16,252 | — | $16,252 |
| BAKER TILLY US, LLP | Auditor | $16,252 | — | $16,252 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NW INVESTMENT CONSULTING DBA NWPS — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,504
- Estimated Expense Ratio: 0.768% 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 | $41,155 | $20,000 | — | $16,252 | — |
| 2023 | $57,189 | $20,000 | $16,078 | $16,455 | — |
| 2022 | $66,988 | $20,000 | $16,428 | — | $24,875 |