Plan Snapshot
- Plan Sponsor: Toli Management Corp. Dba Mcdonalds
- Sponsor EIN: 113200700
- Sponsor Address: 599 E. TREMONT AVE., BRONX, NY, 10457
- Plan Type: DC
- Total Participants: 464
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 464 | $1.3M | $0 | $74,989 |
| 2023 | 522 | $1.2M | $0 | $87,997 |
| 2022 | 622 | $954,525 | $0 | $105,637 |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | RECORD KEEPER | $17,068 | — | $17,068 |
| TRANSAMERICA FINANCIAL LIFE INS | RECORD KEEPER | $9,675 | — | $9,675 |
| LAUFER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — RECORD KEEPER
- LAUFER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,743
- Estimated Expense Ratio: 2.108% of plan assets
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 | $31,200 | $4,457 | $17,068 | — | — |
| 2023 | $27,441 | $1,299 | $17,291 | — | — |
| 2022 | $27,099 | — | $27,099 | — | — |