AUMdb

Mcnational 401(k) Plan

Sponsored by Mcnational, Inc. · EIN 311235314 · Plan #001

Total assets
$21.8M
Net assets
$21.8M
Active participants
757
With balances
733

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Insurance And Annuity Co Investment advisory (participants) $14,366
Global Retirement Partners Other fees $0
Cbiz Benefits And Insurance Other services $0
Morningstar Investment Management Investment advisory (plan) $0