Plan Snapshot
- Plan Sponsor: Miles-Mcclellan Construction Co., INC.
- Sponsor EIN: 310987415
- Sponsor Address: 2100 BUILDERS PLACE, COLUMBUS, OH, 43204
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 200
- Total Assets: $0
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 | 200 | $0 | $136,949 | $0 |
| 2023 | 185 | $232,486 | $2.2M | $17,812 |
| 2022 | 153 | $158,368 | $1.5M | $21,533 |
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 |
|---|---|---|---|---|
| UMR | Recordkeeper | $192,035 | $16,512 | $208,547 |
| MCGOHAN BRABENDER | Investment Advisor | $74,214 | — | $74,214 |
| JAMES SCOTT | Investment Advisor | $7,182 | — | $7,182 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $289,943
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 | $48,513 | — | $48,513 | — | — |
| 2023 | $143,005 | — | $143,005 | — | — |
| 2022 | $108,408 | — | $108,408 | — | — |