# Mclaughlin Family Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mclaughlin-family-companies-inc-401k-plan

> Mclaughlin Family Companies, INC.'s 401(k) plan: 691 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mclaughlin Family Companies, INC.

- **Sponsor EIN:** 811209462

- **Sponsor Address:** 101 STATE STREET PO BOX 336, SCRANTON, IA, 51462

- **Plan Type:** 401(k)

- **Total Participants:** 691

- **Total Assets:** $20.1M

## 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|691|$20.1M|$918,571|$2.3M|

| 2023|569|$16.0M|$574,808|$1.8M|

| 2022|525|$12.9M|$442,040|$1.6M|

## 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|

| FISHER ASSET MANAGEMENT LLC FISHER|INVESTMENT ADVISOR|$61,191|—|$61,191|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$12,699|—|$12,699|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $73,890

- **Estimated Expense Ratio:** 0.367% 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|$73,890|$61,191|—|—|—|

| 2023|$106,986|—|$38,535|—|—|

| 2022|$88,060|—|$88,060|—|—|

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