Mcdonald Hopkins Llc Profit Sharing Plan
Sponsored by Mcdonald Hopkins Llc · EIN 341059058 · Plan #003
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 318
- With balances
- 376
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ancora Retirement Plan Advisors, Llc CRD 31256 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ancora Retirement Advisors | Investment advisory (plan), Direct payment from the plan | $123,298 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping fees | $44,144 |