Plan Snapshot
- Plan Sponsor: Robert Mccabe Company INC
- Sponsor EIN: 311126383
- Sponsor Address: MCCABE DO IT CENTER, LOVELAND, OH, 451407144
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $6.7M
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 | 125 | $6.7M | $113,509 | $400,056 |
| 2023 | 124 | $6.0M | $124,628 | $460,667 |
| 2022 | 124 | $4.6M | $130,736 | $479,459 |
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 |
|---|---|---|---|---|
| BARNES DENNIG & CO LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO LTD — 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 | $33,792 | $16,586 | $16,919 | — | — |
| 2023 | $26,088 | $12,984 | $12,804 | — | — |
| 2022 | $25,140 | $12,329 | $12,811 | — | — |