Plan Snapshot
- Plan Sponsor: Mclane Middleton, Professional Association
- Sponsor EIN: 020325043
- Sponsor Address: PO BOX 326, MANCHESTER, NH, 03105
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 366
- Total Assets: $116.5M
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. |
|---|---|---|---|---|
| 2025 | 366 | $116.5M | $0 | $0 |
| 2024 | 267 | $92.0M | $2.4M | $3.2M |
| 2023 | 250 | $75.1M | $2.1M | $2.9M |
| 2022 | 222 | $61.3M | $1.9M | $2.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $36,550 | — | $36,550 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $35,378 | — | $35,378 |
| CBIZ BENEFITS & INSURANCE SERVICES | Other Service Provider | $10,700 | — | $10,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,628
- Estimated Expense Ratio: 0.071% 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 |
|---|---|---|---|---|---|
| 2025 | $3,213,413 | — | — | — | — |
| 2024 | $61,797 | — | — | — | — |
| 2023 | $68,785 | — | — | — | — |
| 2022 | $30,424 | — | — | — | — |