United Mcgill Corp Pay Deferral Plan & Trust
Sponsored by United Mcgill Corporation · EIN 314399894 · Plan #004
- Total assets
- $30.7M
- Net assets
- $30.7M
- Active participants
- 132
- With balances
- 138
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everhart Advisors | Investment advisory (plan), Direct payment from the plan | $50,253 |
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $18,864 |
| Hill, Barth & King Llc | Accounting, Direct payment from the plan | $15,000 |