Mcgohan Brabender 401(k) Profit Sharing Plan
Sponsored by Mcgohan/Brabender Agency, Inc. · EIN 311191330 · Plan #001
- Total assets
- $61.6M
- Net assets
- $61.6M
- Active participants
- 348
- With balances
- 440
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
| Eubel Brady & Suttman Asset Management Inc CRD 107316 | fuzzy_auto · 94% | 2024 |
| Foster & Motley, Inc. CRD 106905 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Eubel Brady & Suttman Asset Ma | Investment advisory (plan), Direct payment from the plan | $52,966 |
| Everhart Financial Group | Investment advisory (plan), Direct payment from the plan | $24,738 |
| Milliman, Inc. | Recordkeeping, Participant loan processing, Participant communication | $8,103 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $5,975 |
| Foster & Motley | Investment advisory (plan), Direct payment from the plan | $4,158 |
| Charles Schwab & Co. Inc. | Custodial (securities), Trustee (directed), Direct payment from the plan | $103 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $5 |