Toli Management Corp Dba Mcdonald's 401(k) Plan
Sponsored by Toli Management Corp. Dba Mcdonalds · EIN 113200700 · Plan #001
- Total assets
- $1.3M
- Net assets
- $1.3M
- Active participants
- 464
- With balances
- 445
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $17,068 |
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $9,675 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $2,742 |
| Raymond James Financial Services | Investment advisory (plan) | $1,441 |
| Rpa Financial Llc | Investment advisory (plan) | $274 |