Plan Snapshot
- Plan Sponsor: Mcnelly Services, INC.
- Sponsor EIN: 363799397
- Sponsor Address: 430 TELSER ROAD, LAKE ZURICH, IL, 600471503
- Plan Type: DC
- Total Participants: 140
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 140 | $5.9M | $275,585 | $491,633 |
| 2023 | 139 | $4.5M | $247,828 | $403,323 |
| 2022 | 126 | $3.3M | $171,156 | $360,189 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $59,090 | — | $59,090 |
| RAYMOND JAMES FIN SVCS ADVISORS | INVESTMENT ADVISORY | — | $23,751 | $23,751 |
| CARON & BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FIN SVCS ADVISORS — INVESTMENT ADVISORY
- CARON & BLETZER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,841
- Estimated Expense Ratio: 1.393% 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 | $59,090 | — | $59,090 | — | — |
| 2023 | $42,885 | — | $42,885 | — | — |
| 2022 | $36,787 | — | $36,787 | — | — |