Plan Snapshot
- Plan Sponsor: Mcleod Express, LLC
- Sponsor EIN: 352156793
- Sponsor Address: 5002 CUNDIFF COURT, DECATUR, IL, 62526
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $7.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 260 | $7.4M | $387,523 | $629,009 |
| 2023 | 278 | $6.3M | $398,022 | $619,177 |
| 2022 | 261 | $4.9M | $180,092 | $534,993 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | RECORDKEEPER | $20,577 | — | $20,577 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | INVESTMENT ADVISORY- PLAN | $13,749 | — | $13,749 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $9,144 | — | $9,144 |
| KATZ SAPPER AND MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORDKEEPER
- NORTHWESTERN MUTUAL WEALTH MGMT CO — INVESTMENT ADVISORY- PLAN
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- KATZ SAPPER AND MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,470
- Estimated Expense Ratio: 0.589% 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 | $43,470 | $13,749 | — | — | — |
| 2023 | $27,842 | — | — | — | — |
| 2022 | $29,313 | — | — | — | — |