Mclaughlin Employees Profit Sharing Plan
Sponsored by Mclaughlin Research Corporation · EIN 131878945 · Plan #002
- Total assets
- $68.3M
- Net assets
- $68.3M
- Active participants
- 496
- With balances
- 792
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Participant loan processing, Participant communication, Direct payment from the plan | $70,635 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $38,739 |
| Clifton Larson Allen | Accounting, Direct payment from the plan | $14,700 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |