AUMdb

Mcgowan & Company, Inc. 401(k) Plan

Sponsored by Mcgowan & Company, Inc. · EIN 340841381 · Plan #001

Total assets
$29.7M
Net assets
$29.7M
Active participants
495
With balances
449

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
Vantage Financial Group, Inc. CRD 105950 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Vantage Financial Group Investment advisory (plan), Direct payment from the plan $53,166
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $42,890