Mcginnis Lochridge Llp Savings Plus Plan
Sponsored by Mcginnis Lochridge Llp · EIN 741196349 · Plan #002
- Total assets
- $64.6M
- Net assets
- $64.6M
- Active participants
- 137
- With balances
- 189
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 |
|---|---|---|
| Terry Mcdaniel & Company CRD 104732 | fuzzy_auto · 96% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $70,800 |
| B&T Capital Management Incorpo | Investment advisory (participants), Direct payment from the plan | $34,369 |
| Terry Mcdaniel & Company | Investment advisory (participants), Direct payment from the plan | $26,272 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $8,730 |
| Crowe Llp | Accounting, Direct payment from the plan | $7,875 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $322 |