Plan Snapshot
- Plan Sponsor: Mcmahon Associates, INC.
- Sponsor EIN: 390735791
- Sponsor Address: P.O. BOX 1025, NEENAH, WI, 549571025
- Plan Type: DC
- Total Participants: 115
- Total Assets: $37.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 115 | $37.2M | $2.0M | $630,641 |
| 2023 | 115 | $34.9M | $1.9M | $540,268 |
| 2022 | 120 | $32.9M | $1.4M | $470,670 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT | NONE | $110,412 | — | $110,412 |
| RBC WEALTH MANAGEMENT | NONE | $22,712 | — | $22,712 |
| HAWKINS ASH CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT — NONE
- HAWKINS ASH CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,124
- Estimated Expense Ratio: 0.358% 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 | $119,709 | $101,588 | — | — | — |
| 2023 | $119,316 | $103,776 | — | — | — |
| 2022 | $138,561 | $104,188 | — | — | $30,881 |