Mcbride & Son 401(k) Savings Plan
Sponsored by Mcbride & Son Services Co. · EIN 464405164 · Plan #004
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 155
- With balances
- 179
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 |
|---|---|---|
| Fiduciary Advisors, Llc CRD 104189 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $26,630 |
| Fiduciary Advisors, Inc. | Investment management, Investment management fees (direct), Investment advisory (participants) | $25,000 |
| Newport Trust Company | Claims processing, Custodial (securities), Account maintenance fees | $14,402 |