AUMdb

Mcconnell Golf 401(k) Profit Sharing Plan

Sponsored by Mcconnell Golf, Llc · EIN 208350566 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
606
With balances
274

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch Pierce Fenner Smith Investment advisory (plan) $44,753
Qrps, Inc. Contract administrator $2,017
Empower Annuity Insurance Company Recordkeeping fees $1,923
Empower Advisory Group, Llc Investment management $1,059