Mcgregor Metalworking Companies 401(k) Profit Sharing Plan
Sponsored by Mcgregor Metal Holdings Llc · EIN 874103294 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 250
- 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 |
|---|---|---|
| Consolidated Financial Management Group, Llc CRD 119695 | fuzzy_auto · 98% | 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 |
|---|---|---|
| Consolidated Financial Mgmt Group L | Investment advisory (plan), Direct payment from the plan | $16,665 |
| Clark Schaefer Hackett | Contract administrator | $5,301 |
| Empower Advisory Group | Investment management | $3,098 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |