Plan Snapshot
- Plan Sponsor: Mckissock LLC
- Sponsor EIN: 030537474
- Sponsor Address: 218 LIBERTY ST., WARREN, PA, 16365
- Plan Type: 401(k)
- Total Participants: 1,226
- Total Assets: $120.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,226 | $120.3M | $4.6M | $8.1M |
| 2023 | 915 | $79.2M | $3.4M | $6.1M |
| 2022 | 807 | $63.0M | $2.2M | $4.6M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $110,737 | — | $110,737 |
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,737
- Estimated Expense Ratio: 0.092% 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 | $106,637 | — | — | — | — |
| 2023 | $34,211 | — | — | — | — |
| 2022 | $61,398 | — | — | — | — |