# Mcnelly Services, INC. DC Plan
Source: https://planprovider.pro/companies/mcnelly-services-inc-plan-001

> Mcnelly Services, INC.'s DC plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADVISORY

- [CARON & BLETZER](https://planprovider.pro/provider/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|—|—|

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