Plan Snapshot
- Plan Sponsor: United Mcgill Corporation
- Sponsor EIN: 314399894
- Sponsor Address: ONE MISSION PARK, GROVEPORT, OH, 431251149
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $30.7M
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 | 132 | $30.7M | $150,100 | $565,468 |
| 2023 | 113 | $30.1M | $147,488 | $575,314 |
| 2022 | 108 | $26.7M | $147,137 | $575,615 |
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 |
|---|---|---|---|---|
| HILL, BARTH & KING LLC | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL, BARTH & KING LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.049% 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 | $84,117 | $50,253 | $18,864 | $15,000 | — |
| 2023 | $79,528 | $47,490 | $19,518 | $12,520 | — |
| 2022 | $80,202 | $48,816 | $20,571 | — | — |