Mccormick Barstow 401(k) Retirement Plan
Sponsored by Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp · EIN 941262506 · Plan #005
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 142
- With balances
- 283
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Ameriprise Financial Services, Llc CRD 6363 | fuzzy_auto · 94% | 2024 |
| Wells, Fay CRD 326454 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment advisory (participants) | $124,749 |
| Carlson Quinn & Associates, Inc. | Contract administrator, Foreign entity, Other services | $69,375 |
| Ameriprise Financial | Investment advisory (participants) | $28,431 |
| Wells Fargo | Investment advisory (participants) | $27,690 |
| Wells Fargo | Investment advisory (participants) | $24,582 |
| Wells Fargo | Investment advisory (participants) | $21,815 |
| Morgan Stanley | Investment advisory (participants) | $5,417 |