AUMdb

Norris Mclaughlin, P.A. Thrift Savings Plan

Sponsored by Norris Mclaughlin, P.A. · EIN 621408127 · Plan #002

Total assets
$75.6M
Net assets
$75.6M
Active participants
175
With balances
230

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
Private Advisor Group, Llc CRD 155216 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Private Advisor Group Llc Investment advisory (plan) $54,000
Empower Annuity Insurance Company O Recordkeeping fees $29,306