McDougall and Sons 401(k) match, vesting and fees
What McDougall and Sons' 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 | Pension Plan Specialists, PC | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 72 defined-contribution plans in agriculture, forestry, fishing and hunting with 500 to 999 participants.
| McDougall and Sons: employer contribution per participant | $1,012 | |
| Peer median | $1,989 |
| McDougall and Sons: average balance | $34,972 | |
| Peer median | $57,818 |
| McDougall and Sons: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.25% |
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 $25.7M at the end of plan year 2021 to $29.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,316 | $29.2M | $846K | $1,012 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 1,220 | $26.7M | $939K | $1,018 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 1,189 | $23.5M | $897K | $993 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 1,108 | $25.7M | $803K | $998 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does McDougall and Sons match 401(k) contributions?
The match terms for the Mcdougall and Sons, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $846K in employer contributions, about $1,012 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McDougall and Sons 401(k) match vested?
The vesting schedule for the Mcdougall and Sons, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McDougall and Sons 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pension Plan Specialists, PC. The plan administrator is Mcdougall and Sons, Inc..
I left McDougall and Sons. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mcdougall and Sons, Inc., (509) 662-2136) or the recordkeeper, Pension Plan Specialists, PC. The McDougall and Sons old 401(k) page lists the contacts from every plan filing. Find an old McDougall and Sons 401(k)
Data from the public Form 5500 annual reports McDougall and Sons 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 McDougall and Sons. Not financial advice. Report a correction · Methodology