AUMdb

Mcdougall And Sons, Inc. Retirement Plan

Sponsored by Mcdougall And Sons, Inc. · EIN 910978839 · Plan #001

Total assets
$29.3M
Net assets
$29.2M
Active participants
866
With balances
836

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
Pension Plan Specialists, Pc Recordkeeping, Participant loan processing, Recordkeeping fees $64,905
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $56,677