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

> Mckinley Paper Wi Company's 401(k) plan: 321 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 Wi Company

- **Sponsor EIN:** 843595443

- **Sponsor Address:** 540 PROSPECT STREET, COMBINED LOCKS, WI, 54113

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

- **Total Participants:** 321

- **Total Assets:** $28.7M

## 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|321|$28.7M|$1.5M|$2.6M|

| 2023|324|$23.3M|$1.4M|$2.5M|

## 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|

| MMA SECURITIES|ADVISOR|$36,075|—|$36,075|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$34,077|—|$34,077|

| BAKER TILLY US,LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [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:** $70,152

- **Estimated Expense Ratio:** 0.245% 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|$75,147|$41,070|$300|—|—|

| 2023|$57,120|$29,632|—|—|—|

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