Plan Snapshot
- Plan Sponsor: Mclane Middleton Professional Association
- Sponsor EIN: 020325043
- Sponsor Address: P.O. BOX 326, MANCHESTER, NH, 031050326
- Plan Type: DB
- Total Participants: 20
- Total Assets: $50.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 20 | $50.1M | $0 | $0 |
| 2023 | 89 | $77.3M | $2.0M | $0 |
| 2022 | 101 | $73.7M | $2.0M | $0 |
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 |
|---|---|---|---|---|
| SLC MANAGEMENT (U.S.) LLC | NONE | $145,187 | — | $145,187 |
| CBIZ BENEFITS AND INSURANCE SERVICE | NONE | $112,500 | — | $112,500 |
| FIDUCIENT ADVISORS LLC | NONE | $73,812 | — | $73,812 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $331,499
- Estimated Expense Ratio: 0.662% 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 | $331,499 | $218,999 | — | — | — |
| 2023 | $181,747 | $148,314 | — | — | — |
| 2022 | $229,838 | $229,838 | — | — | — |