Plan Snapshot
- Plan Sponsor: Mcnees Wallace & Nurick LLC
- Sponsor EIN: 231256003
- Sponsor Address: 100 PINE STREET, HARRISBURG, PA, 171081166
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $105.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 207 | $105.5M | $3.1M | $2.7M |
| 2023 | 202 | $93.6M | $2.9M | $2.5M |
| 2022 | 191 | $78.1M | $2.7M | $2.2M |
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 |
|---|---|---|---|---|
| BOYER & RITTER CPA'S | Auditor | — | — | $0 |
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 | $96,315 | $77,875 | — | — | — |
| 2023 | $91,441 | $77,875 | — | — | — |
| 2022 | $97,689 | — | — | — | — |