# The Mchenry Management Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-mchenry-management-group-401k-plan

> The Mchenry Management Group, INC.'s 401(k) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Mchenry Management Group, INC.

- **Sponsor EIN:** 900344957

- **Sponsor Address:** 600 INDEPENDENCE PKWY STE 105, CHESAPEAKE, VA, 233205188

- **Plan Type:** 401(k)

- **Total Participants:** 287

- **Total Assets:** $16.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|287|$16.5M|$516,779|$2.3M|

| 2023|257|$14.1M|$473,840|$2.0M|

| 2022|241|$10.7M|$417,800|$1.7M|

## 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|

| CHARLES W. SNADER, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES W. SNADER, P.C.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|$51,928|$22,326|$29,602|—|—|

| 2023|$54,098|$25,929|$28,169|—|—|

| 2022|$50,605|$24,609|$25,996|—|—|

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