Central Mcgowan, Inc. 401(k) And Profit Sharing Plan
Sponsored by Central Mcgowan, Inc. · EIN 410873429 · Plan #002
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 150
- With balances
- 177
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 |
|---|---|---|
| Leges Wealth Management Llc CRD 339110 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $37,949 |
| Ledge Wealth Management, Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $21,095 |