Mcdonald Wholesale Llc 401(k) Plan
Sponsored by Mcdonald Wholesale Llc · EIN 260855703 · Plan #003
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 217
- With balances
- 209
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Roehl & Yi Investment Advisors Llc | Investment advisory (participants) | $28,871 |
| John Hancock Life Insurance Co Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $4 |