Mac Property Management 401(k) Savings Plan
Sponsored by Mac Property Management, Llc · EIN 050533297 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 412
- With balances
- 191
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 |
|---|---|---|
| Rothschild Investment Llc CRD 728 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $44,151 |
| Rothschild Investment Corporation | Investment advisory (plan) | $25,629 |
| Empower Advisory Group, Llc | Investment management | $6,779 |