Mcclymonds Supply & Transit Company, Inc. 401(k) Plan
Sponsored by Mcclymonds Supply & Transit Company, Inc. · EIN 251437635 · Plan #001
- Total assets
- $37.3M
- Net assets
- $37.3M
- Active participants
- 454
- With balances
- 607
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 |
|---|---|---|
| Schneider Downs Wealth Management Advisors, Lp CRD 128591 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schneider Downs Wealth Mgt Adv. | Investment advisory (participants), Investment advisory (plan) | $114,957 |
| R.D. Hoag & Associates, Llc | Accounting | $19,133 |
| Schneider Downs Ret. Solutions | Recordkeeping | $16,931 |
| Charles Schwab Trust Company | Custodial (securities), Trustee (institutional) | $13,930 |