AUMdb

Mccoy Rockford, Inc. 401(k) Retirement Plan

Sponsored by Mccoy Rockford, Inc. · EIN 274402329 · Plan #001

Total assets
$17.6M
Net assets
$17.6M
Active participants
154
With balances
192

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $38,144
Gallagher Benefit Services Recordkeeping, Trustee (institutional), Other services $28,848