Maclean Fogg Company Profit Sharing And Savings Plan
Sponsored by Maclean Fogg Company · EIN 362431745 · Plan #003
- Total assets
- $217M
- Net assets
- $217M
- Active participants
- 1,810
- With balances
- 2,464
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $253,509 |
| Fiducient Advisors | Investment advisory (plan), Direct payment from the plan | $72,059 |
| Sikich Llp | Accounting, Direct payment from the plan | $22,100 |
| Empower Annuity Insurance Company | Investment advisory (plan), Direct payment from the plan | $11,684 |
| Prudential Ret Ins & Annuity Co | Contract administrator, Insurance agents and brokers, Direct payment from the plan | $6,331 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |