# Mcnees Wallace & Nurick LLC 401(k) Plan
Source: https://planprovider.pro/companies/mcnees-wallace-nurick-llc-401k-plan-003

> Mcnees Wallace & Nurick LLC's 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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