Plan Snapshot
- Plan Sponsor: Mckinney Vehicle Services, INC.
- Sponsor EIN: 911555122
- Sponsor Address: 2601 SATURN ST, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $13.1M
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 | 284 | $13.1M | $408,046 | $1.5M |
| 2023 | 263 | $10.5M | $397,379 | $1.4M |
| 2022 | 254 | $8.4M | $369,715 | $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 |
|---|---|---|---|---|
| HPM PARTNERS, LLC | Investment Advisor | $35,984 | — | $35,984 |
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | $21,734 | — | $21,734 |
| ADP, INC. | Recordkeeper | $13,294 | — | $13,294 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,012
- Estimated Expense Ratio: 0.542% 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 | $53,020 | — | — | — | — |
| 2023 | $35,091 | $25,964 | — | — | — |
| 2022 | $31,436 | — | — | — | — |