401k Record

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MCP Westcoast Investment Fund 401(k)

Recordkeeping fees per participant · MCP Westcoast Investment Fund 401(k) Plan · plan year 2023

$119.44

Higher than 83% of the 449 plans under $1M that report it.

Source

= $3,225 / 27
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241010104038NAL0020835825002, received 2024-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241010104038NAL0020835825002, received 2024-10-10

10th: $3.63median $29.3490th: $512.20

Percentiles compare this plan with the Schedule H plans under $1M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-10-10.

Cost and contributions

Administrative expenses excluding investment management, per participant

$156.37

10th: $5.71median $43.2190th: $1,048.57

Higher than 80% of the 869 plans under $1M that report it.

Source

= $4,222 / 27
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241010104038NAL0020835825002, received 2024-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241010104038NAL0020835825002, received 2024-10-10

Administrative expenses per participant

$157.04

10th: $2.51median $40.3290th: $925.14

Higher than 80% of the 1,003 plans under $1M that report it.

Source

= $4,240 / 27
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241010104038NAL0020835825002, received 2024-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241010104038NAL0020835825002, received 2024-10-10

Administrative expenses as a share of assets

1.070%

10th: 0.154%median 1.286%90th: 71.044%

Higher than 45% of the 1,045 plans under $1M that report it.

Source

= $4,240 / $396,422
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241010104038NAL0020835825002, received 2024-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241010104038NAL0020835825002, received 2024-10-10

Employer contributions per participant

$350

10th: $104median $46590th: $3,041

Higher than 39% of the 580 plans under $1M that report it.

Source

= $9,444 / 27
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241010104038NAL0020835825002, received 2024-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241010104038NAL0020835825002, received 2024-10-10

Employer share of total contributions

20.9%

10th: 10.6%median 30.9%90th: 47.7%

Higher than 24% of the 610 plans under $1M that report it.

Source

= $9,444 / $45,196
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241010104038NAL0020835825002, received 2024-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241010104038NAL0020835825002, received 2024-10-10

Plan terms, as stated in MCP Westcoast Investment Fund, LP's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20241010104038NAL0020835825002, received 2024-10-10

Full record, MCP Westcoast Investment Fund 401(k) Plan

FieldValueSource
Plan sponsorMCP WESTCOAST INVESTMENT FUND LPForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20241010104038NAL0020835825002, received 2024-10-10
Plan nameMCP WESTCOAST INVESTMENT FUND 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20241010104038NAL0020835825002, received 2024-10-10
Sponsor EIN / plan number85-1169164 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20241010104038NAL0020835825002, received 2024-10-10
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20241010104038NAL0020835825002, received 2024-10-10
Sponsor locationDALLAS, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20241010104038NAL0020835825002, received 2024-10-10
Industry (business code)623000, Health care and social assistanceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20241010104038NAL0020835825002, received 2024-10-10
Plan year2023-01-01 to 2023-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20241010104038NAL0020835825002, received 2024-10-10
Filing received2024-10-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20241010104038NAL0020835825002, received 2024-10-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20241010104038NAL0020835825002, received 2024-10-10
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20241010104038NAL0020835825002, received 2024-10-10
Participants, beginning of year145Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20241010104038NAL0020835825002, received 2024-10-10
Active participants146Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20241010104038NAL0020835825002, received 2024-10-10
Participants, end of year166Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20241010104038NAL0020835825002, received 2024-10-10
Participants with an account balance27Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241010104038NAL0020835825002, received 2024-10-10
Total assets, beginning of year$403,815Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20241010104038NAL0020835825002, received 2024-10-10
Total assets, end of year$396,422Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241010104038NAL0020835825002, received 2024-10-10
Net assets, end of year$384,505Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20241010104038NAL0020835825002, received 2024-10-10
Total income$93,451Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20241010104038NAL0020835825002, received 2024-10-10
Net income$-8,277Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20241010104038NAL0020835825002, received 2024-10-10
Employer contributions$9,444Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241010104038NAL0020835825002, received 2024-10-10
Participant contributions$19,953Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20241010104038NAL0020835825002, received 2024-10-10
Other contributions (incl. rollovers)$15,799Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20241010104038NAL0020835825002, received 2024-10-10
Total contributions$45,196Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241010104038NAL0020835825002, received 2024-10-10
Benefit payments$97,488Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20241010104038NAL0020835825002, received 2024-10-10
Total expenses (incl. benefit payments)$101,728Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20241010104038NAL0020835825002, received 2024-10-10
Total administrative expenses$4,240Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241010104038NAL0020835825002, received 2024-10-10
Contract administrator fees$800Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20241010104038NAL0020835825002, received 2024-10-10
Recordkeeping fees$3,225Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241010104038NAL0020835825002, received 2024-10-10
Investment advisory and management fees$18Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20241010104038NAL0020835825002, received 2024-10-10
Administrative expenses excluding investment management$4,222derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241010104038NAL0020835825002, received 2024-10-10
Held in mutual funds$10,529Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20241010104038NAL0020835825002, received 2024-10-10
Independent auditorJOHNSON, STONE & PAGANO, P.S.Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20241010104038NAL0020835825002, received 2024-10-10

Position = column in the DOL layout for form year 2023. Filing 20241010104038NAL0020835825002, received 2024-10-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ANNUITY INSURANCE COMPANYrecordkeeperRECORDKEEPER 64 Recordkeeping fees $3,225yes
DEFINITI, LLCCONTRACT ADMIN 13 Contract administrator $800yes
ENVESTNET RETIREMENT SOLUTIONS, LLCNA 99 Other fees $197no
EMPOWER ADVISORY GROUP, LLCINVESTMENT MANAGER 28 Investment management $18no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20241010104038NAL0020835825002, received 2024-10-10.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

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Sponsor name as filed: MCP WESTCOAST INVESTMENT FUND LP; SEC registrant: MCP Westcoast Investment Fund, LP (CIK 1816772, matched by EIN).