Plan Snapshot
- Plan Sponsor: Mckinnon And Harris, INC.
- Sponsor EIN: 541595282
- Sponsor Address: 1722 ARLINGTON ROAD, RICHMOND, VA, 23230
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $10.1M
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 | 92 | $10.1M | -$10,817 | $567,762 |
| 2023 | 111 | $8.9M | $911,821 | $531,633 |
| 2022 | 149 | $7.0M | $294,210 | $439,304 |
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 |
|---|---|---|---|---|
| KEITER, STEPHENS, HURST, GARY & SHR | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $45,784 | $27,340 | $18,444 | — | — |
| 2023 | $38,962 | $22,316 | $16,646 | — | — |
| 2022 | — | — | — | — | — |