The Mccall Foundation, Inc. Retirement Savings Plan
Sponsored by The Mccall Foundation, Inc. · EIN 060961756 · Plan #002
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 199
- With balances
- 147
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $32,805 |
| Kestra Advisory Services,Llc | Investment advisory (plan), Consulting fees | $21,390 |