Mcgill Associates, P.A. Psp And Trust
Sponsored by Mcgill Associates, P.A. · EIN 561396980 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 182
- With balances
- 209
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $49,304 |
| Newport Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $29,503 |