Retirement plan

MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST

Name: MCNAMARA/SALVIA, INC. - MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST (2017) Form 5500
Creator: MCNAMARA/SALVIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST, MCNAMARA/SALVIA, INC.

MCNAMARA/SALVIA, INC.EIN 04-2988134Plan #001PY 2017

101 FEDERAL ST FL 11 - BOSTON, MA 02110617-737-0040

Prospect flagsFailed to transmit contributions

Top hat statement on fileNQDC

Filed January 6, 2026

Plan administrator

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One Federal Street, Suite 3710

Boston, MA 02110

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Plans declared (1)

Plan name not on file5 emp

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Total assets (EOY)

$15.6M

+27.3% from 2016

Total participants

159

+8.2% from 2016

Average account balance

$113,801

+13.4% from 2016

Annual return

18.13%

+5.86 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$31.64M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$208K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

152

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.62M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.34%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$369

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$54,963
MORGAN STANLEY SMITH BARNEY1 year Service code 27	Advisory (Plan)	$16,777
AMERIPRISE FINANCIAL SERVICES INC1 year Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27	Advisory (Plan)	$8,392
AMERIPRISE FINANCIAL SERVICES INC1 year Filed as: AMERPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474	Advisory (Plan)	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2J2G2K2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$5K

$37 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.030%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GRAY, GRAY & GRAY, LLP
Auditor EIN: 042088368
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$113,801

$80,753+40.9%

$136,298-16.5%

$62,293+82.7%

Participation rate

82.5%

73.5%+9.0pp

81.9%+0.6pp

69.5%+13.0pp

Annual return

18.13%

35.83%-17.7pp

5156.27%-5138.1pp

28.90%-10.8pp

Employer contribution / active EE

$3,612

$2,884+25.2%

$4,696-23.1%

$2,042+76.8%

Participant deferral / active EE

$7,902

$5,164+53.0%

$6,247+26.5%

$3,169+149.4%

Admin fee / account holder

$34

$525-93.5%

$9,244-99.6%

$479-92.8%

Provider

Service type

Compensation

NATIONWIDE2 years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$54,963

MORGAN STANLEY SMITH BARNEY1 year

Service code 27

Advisory (Plan)

$16,777

AMERIPRISE FINANCIAL SERVICES INC1 year

Filed as: AMERIPRISE FINANCIAL SERVICES

Service code 27

Advisory (Plan)

$8,392

AMERIPRISE FINANCIAL SERVICES INC1 year

Filed as: AMERPRISE FINANCIAL SERVICES

Service code 27

50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474

Advisory (Plan)

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 27

1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004

Advisory (Plan)

MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion