AUMdb

The Mcgregor Company Qualified Profit Sharing 401(k) Plan

Sponsored by Mcgregor Company · EIN 910314020 · Plan #003 · Colfax, WA

Total assets
$78.9M
Net assets
$78.9M
Active participants
420
With balances
560

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$21,872