Mcgrath Lexus 401(k) Profit Sharing Plan And Trust
Sponsored by Mcgrath Colosimo, Ltd. · EIN 363780892 · Plan #002 · Westmont, IL
- Total assets
- $31.8M
- Net assets
- $31.8M
- Active participants
- 174
- With balances
- 194
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| James M. Juengling & Associates | Investment advisory (plan), Direct payment from the plan | $27,942 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $17,344 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $9,027 |
| Associated Pension Services, Inc. | Recordkeeping, Other services, Direct payment from the plan | $6,034 |