# Mcmahon Associates, INC. DC Plan
Source: https://planprovider.pro/companies/mcmahon-associates-inc-plan-001

> Mcmahon Associates, INC.'s DC plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/accelerate-retirement) — NONE

- [HAWKINS ASH CPAS, LLP](https://planprovider.pro/provider/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|

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