Mccarthy Retirement Savings Plan
Sponsored by Morse Chevrolet, Inc. · EIN 480727552 · Plan #002
- Total assets
- $26.7M
- Net assets
- $26.6M
- Active participants
- 486
- With balances
- 559
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $72,008 |
| Capital Group Retirement Plan Servi | Recordkeeping fees, Direct payment from the plan | $50,006 |
| Mhm Retirement Plan Solutions | Accounting, Direct payment from the plan | $32,167 |