Mcgill, Power, Bell & Associates, Llp 401(k) And Profit Sharing Plan
Sponsored by Mcgill, Power, Bell & Associates, Llp · EIN 251031405 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 117
- With balances
- 133
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 |
|---|---|---|
| Wedgewood Investors Inc CRD 104834 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 97% | 2024 |
| Thompson Investment Management, Inc. CRD 129609 | deterministic · 100% | 2024 |
| Guggenheim Partners Investment Management, Llc CRD 137432 | fuzzy_auto · 99% | 2024 |
| Doubleline Capital Lp CRD 152606 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Glenmede Investment Management, Lp CRD 108165 | deterministic · 100% | 2024 |
| Parnassus Investments, Llc CRD 316904 | deterministic · 100% | 2024 |
| Carillon Tower Advisers, Inc. CRD 174904 | deterministic · 100% | 2024 |
| Kornitzer Capital Management, Inc. CRD 111087 | deterministic · 100% | 2024 |
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
| Mirova Us Llc CRD 300152 | deterministic · 100% | 2024 |
| Cohen & Steers Capital Management, Inc. CRD 106266 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wedgewood Investors Inc. | Investment advisory (plan), Investment management fees (direct) | $66,259 |
| Conrad Siegel | Recordkeeping, Consulting (pension), Participant loan processing | $18,928 |
| Charles Schwab Bank | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $5,110 |
| Lord, Abbett & Co Llc | Investment management, Investment management fees (indirect) | $0 |
| Thompson Investment Management Inc | Investment management, Investment management fees (indirect) | $0 |
| Guggenheim Partners Investment Mgmt | Investment management, Investment management fees (indirect) | $0 |
| Doubleline Capital Lp | Investment management, Investment management fees (indirect) | $0 |
| Loomis, Sayles & Company Lp | Investment management, Investment management fees (indirect) | $0 |
| Columbia Mgmt Investment Advisers, | Investment management, Investment management fees (indirect) | $0 |
| Glenmede Investment Management, Lp | Investment management, Investment management fees (indirect) | $0 |
| Parnassus Investments Llc | Investment management, Investment management fees (indirect) | $0 |
| Carillon Tower Advisers, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Kornitzer Capital Management Inc | Investment management, Investment management fees (indirect) | $0 |
| Boston Trust Walden Inc. | Investment management, Investment management fees (indirect) | $0 |
| Mirova Us Llc | Investment management, Investment management fees (indirect) | $0 |
| Cohen & Steers Capital Management, | Investment management, Investment management fees (indirect) | $0 |