Plan Snapshot
- Plan Sponsor: Mcr Investors LLC
- Sponsor EIN: 205345817
- Sponsor Address: 3200 OLYMPUS BLVD, DALLAS, TX, 75019
- Plan Type: 401(k)
- Total Participants: 3,639
- Total Assets: $29.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 3,639 | $29.0M | $2.0M | $4.3M |
| 2023 | 4,052 | $24.5M | $2.1M | $4.4M |
| 2022 | 3,527 | $16.0M | $1.7M | $3.4M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $90,146 | — | $90,146 |
| ONE DIGITAL INVESTMENT ADVISORS | NONE | $36,394 | — | $36,394 |
| WINTRUST WEALTH MANAGEMENT | NONE | $29,871 | — | $29,871 |
| MERRILL LYNCH RETIREMENT & BENEFIT | NONE | $8,654 | — | $8,654 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,065
- Estimated Expense Ratio: 0.570% 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 | $145,564 | — | $145,564 | — | — |
| 2023 | $153,008 | $17,850 | $135,158 | — | — |
| 2022 | $135,813 | $49,994 | $85,819 | — | — |