Mccormick Taylor, Inc. 401 K & Profit Sharing Plan
Sponsored by Mccormick Taylor, Inc. · EIN 231683759 · Plan #001
- Total assets
- $84.7M
- Net assets
- $84.7M
- Active participants
- 407
- With balances
- 534
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $162,582 |
| Empower Advisory Group, Llc | Investment management | $40,216 |
| Empower Annuity Ins Co. Of America | Recordkeeping fees | $35,138 |
| Delaware Valley Retirement, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $13,500 |