Plan Snapshot
- Plan Sponsor: Mcwane, INC.
- Sponsor EIN: 630139000
- Sponsor Address: PO BOX 43327, BIRMINGHAM, AL, 352430327
- Plan Type: DB
- Total Participants: 98
- Total Assets: $211.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $211.4M | $0 | $0 |
| 2023 | 113 | $222.9M | $0 | $0 |
| 2022 | 119 | $222.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $376,356 | — | $376,356 |
| PBGC | Other Service Provider | $216,544 | — | $216,544 |
| HIGHLAND ASSOCIATES, INC | Other Service Provider | $154,262 | — | $154,262 |
| PRINCIPAL FINANCIAL GROUP | Other Service Provider | $137,937 | — | $137,937 |
| HARBERT MEZZANINE PARTNERS III | Other Service Provider | $52,686 | — | $52,686 |
| ISBELL TIMBER SERVICE, LLC | Other Service Provider | $51,569 | — | $51,569 |
| WARREN AVERETT, LLC | NONE | $25,000 | — | $25,000 |
| FRANKLIN COUNTY REVENUE | Other Service Provider | $6,481 | — | $6,481 |
| WINSTON COUNTY REVENUE | Other Service Provider | $6,416 | — | $6,416 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,027,251
- Estimated Expense Ratio: 0.486% 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 | $1,177,533 | $421,990 | — | — | — |
| 2023 | $618,203 | $254,354 | — | — | — |
| 2022 | — | — | — | — | — |