# Mckinley Paper Company 401(k) Plan
Source: https://planprovider.pro/companies/mckinley-paper-company-401k-plan-003

> Mckinley Paper Company's 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| 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:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $16,252

- **Estimated Expense Ratio:** 0.238% 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|

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