Plan Snapshot
- Plan Sponsor: Mcm Cpas & Advisors LLP
- Sponsor EIN: 271235638
- Sponsor Address: 101 S. FIFTH STREET, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $3.8M | $614,388 | $1.6M |
| 2022 | 313 | $54.0M | $1.1M | $2.7M |
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 |
|---|---|---|---|---|
| RINEY HANCOCK CPAS PSC | Auditor | $9,500 | — | $9,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,500
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 | $3,746,862 | — | — | — | — |
| 2023 | $101,864 | — | — | $9,500 | — |
| 2022 | $24,536 | — | $15,428 | — | $9,108 |