Mcmillan Pazdan Smith, Llc 401(k) Plan
Sponsored by Mcmillan Pazdan Smith, Llc · EIN 270813293 · Plan #003
- Total assets
- $32.0M
- Net assets
- $32.0M
- Active participants
- 294
- With balances
- 369
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $106,503 |
| Empower Advisory Group, Llc | Investment management | $86,068 |
| Envestnet Retirement Solutions, Llc | Other fees | $11,697 |
| Northwestern Mutual Investment Svcs | Other commissions | $0 |