The Mcpherson Companies, Inc. 401 K Retirement Plan
Sponsored by The Mcpherson Companies, Inc. · EIN 630657937 · Plan #001
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 265
- With balances
- 313
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $8,553 |
| Advised Assets Group, Llc | Investment management | $706 |
| Morgan Stanley & Co Inc | Other commissions | $0 |
| Morgan Stanley Insurance Services I | Other commissions | $0 |