Plan Snapshot
- Plan Sponsor: Mcwhinney Real Estate Services, LLC
- Sponsor EIN: 841278230
- Sponsor Address: 2725 ROCKY MOUNTAIN AVE STE 200, LOVELAND, CO, 80538
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $18.4M
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 | 168 | $18.4M | $595,890 | $1.7M |
| 2023 | 200 | $16.2M | $977,977 | $1.6M |
| 2022 | 217 | $13.8M | $763,254 | $1.6M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $59,934 | $30,925 | — | — | — |
| 2023 | $49,904 | $26,150 | — | — | — |
| 2022 | $49,128 | $26,203 | $22,925 | — | — |