McDonald Wholesale 401(k) match, vesting and fees
What McDonald Wholesale's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Co USA | Schedule C ↗ |
| Independent auditor | Bval Cpas & Advisors, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| McDonald Wholesale: employer contribution per participant | $3,887 | |
| Peer median | $1,988 |
| McDonald Wholesale: average balance | $77,954 | |
| Peer median | $75,431 |
| McDonald Wholesale: admin expenses ÷ assets | 0.46% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.9M at the end of plan year 2021 to $16.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 264 | $16.3M | $812K | $3,887 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 243 | $13.8M | $636K | $3,382 | 0.49% | Not published | Form 5500 ↗ |
| 2022 | 243 | $11.4M | $704K | $3,805 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 129 | $11.9M | $535K | $4,150 | 0.54% | Not published | 5500-SF ↗ |
Other McDonald Wholesale plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mcdonald Wholesale Co. Unionized Employee 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does McDonald Wholesale match 401(k) contributions?
The match terms for the Mcdonald Wholesale LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $812K in employer contributions, about $3,887 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McDonald Wholesale 401(k) match vested?
The vesting schedule for the Mcdonald Wholesale LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McDonald Wholesale 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Co USA. The plan administrator is Mcdonald Wholesale LLC.
I left McDonald Wholesale. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mcdonald Wholesale LLC, (541) 345-8421) or the recordkeeper, John Hancock Life Insurance Co USA. The McDonald Wholesale old 401(k) page lists the contacts from every plan filing. Find an old McDonald Wholesale 401(k)
Data from the public Form 5500 annual reports McDonald Wholesale filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with McDonald Wholesale. Not financial advice. Report a correction · Methodology