# Mcmillan Pazdan Smith, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mcmillan-pazdan-smith-llc-401k-plan

> Mcmillan Pazdan Smith, LLC's 401(k) plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcmillan Pazdan Smith, LLC

- **Sponsor EIN:** 270813293

- **Sponsor Address:** 400 AUGUSTA STREET SUITE 200, GREENVILLE, SC, 29601

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

- **Total Participants:** 294

- **Total Assets:** $32.0M

## 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|294|$32.0M|$1.1M|$2.5M|

| 2023|287|$26.9M|$1.1M|$2.4M|

| 2022|288|$22.9M|$925,965|$2.0M|

## 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|

| ELLIOTT DAVIS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIOTT DAVIS, LLC](https://planprovider.pro/provider/elliott-davis-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$204,268|$86,068|—|—|—|

| 2023|$170,030|$70,546|—|—|—|

| 2022|$166,116|—|$166,116|—|—|

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