Mccarl's Retirement Savings Plan
Sponsored by Mccarl's Llc · EIN 250955049 · Plan #003
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 138
- With balances
- 197
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $26,619 |
| Nationwide | Recordkeeping, Participant loan processing | $2,898 |
| Nationwide Retirement Plans | Recordkeeping, Participant loan processing | $495 |
| Lpl Financial Llc | Investment management, Shareholder servicing fees | $0 |
| Lpl Financial Llc | Investment management, Shareholder servicing fees | $0 |