Macdonald Miller Facility Solutions, Llc 401(k) Plan
Sponsored by Macdonald Miller Facility Solutions, Llc · EIN 680533726 · Plan #001
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 523
- With balances
- 709
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $85,642 |
| Nwps | Recordkeeping, Consulting (general), Participant loan processing | $57,563 |
| Charles Schwab Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $26,308 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $24,150 |