The Mcleod Companies 401(k) Plan
Sponsored by Mcleod Express, Llc · EIN 352156793 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 260
- With balances
- 355
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,577 |
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan), Insurance brokerage commissions | $13,749 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $9,144 |