Mcgarrah Jessee, Lp Retirement Plan
Sponsored by Mj Management, Llc · EIN 742947475 · Plan #001
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 110
- With balances
- 169
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 |
|---|---|---|
| Frost Bank | Investment advisory (plan) | $41,943 |
| Peggy S. Edge, Cpa, Llc | Accounting | $7,800 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $225 |