Plan Ledger DOL Form 5500 · updated monthly

McKinley Equipment Corporation401(k)

MCKINLEY EQUIPMENT CORPORATION EMPLOYEE RETIREMENT PLAN · IRVINE, CA · plan year 2025

Reported admin expense ratio · 2025
0.10%

McKinley Equipment Corporation reported $18,820 in plan administrative expenses for 2025: 0.10% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.11% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,652nd-largest of 9,483 plans among California employers on file, and the 1,898th of 4,246 in wholesale trade. active participation has shrunk from 123 to 94 since 2022.

Plan summary
Net assets, end of year$19,862,432
Participants with balances140
Active participants94
Employer contributions—
Employee contributions$1,072,715
Employer contribution per active participant—
Average account balance$141,875
Benefits paid to participants$2,155,680
Plan auditUnmodified (clean) audit opinion
AuditorREDWITZ, INC.
Plan history4
Yearassets · accounts · employer contribution
2025$19.9M · 140 accts
2024$18.1M · 158 accts
2023$16.7M · 159 accts
2022$14.4M · 155 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$18,820
Total administrative$18,820
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$18,820

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$18,820 · 0.10%
2024$15,909 · 0.09%
2023$18,165 · 0.12%
2022$17,073 · 0.11%
Same employer
Similar plansWholesale Trade · California
Zo Skin Health, Inc. CA$20.7M · 0.34%
Peninsula Components CA$20.1M · 0.27%
True Religion Apparel, Inc. CA$20.0M · 0.44%
Merchsource CA$19.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951804535 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.