Macmillan Retirement Savings Plan
Sponsored by Macmillan Holdings, Llc · EIN 134047598 · Plan #009 · New York, NY
- Total assets
- $592M
- Net assets
- $592M
- Active participants
- 1,966
- With balances
- 2,967
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $106,868 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $64,945 |
| Rosenberg Rich Baker Berman Pa | Accounting | $26,000 |