Plan Snapshot
- Plan Sponsor: The Mcclone Agency, INC.
- Sponsor EIN: 390968993
- Sponsor Address: 150 MAIN STREET SUITE 300, MENASHA, WI, 54952
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $11.2M
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 | 119 | $11.2M | $330,690 | $849,117 |
| 2023 | 109 | $9.2M | $328,535 | $822,780 |
| 2022 | 104 | $8.5M | $287,819 | $753,142 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $56,116 | $20,596 | $33,975 | — | — |
| 2023 | $51,156 | $18,668 | $30,898 | — | — |
| 2022 | $44,124 | — | $26,520 | — | $17,604 |