AUMdb

Wright & Mcgill Company 401(k) Profit Sharing Plan

Sponsored by Wright & Mcgill Company · EIN 840357930 · Plan #001

Total assets
$24.1M
Net assets
$24.1M
Active participants
180
With balances
222

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $70,311
Global Retirement Partners, Llc Investment advisory (plan), Direct payment from the plan, Other fees $23,972