The Mcgregor Retirement Savings Plan
Sponsored by The Mcgregor Foundation · EIN 340714356 · Plan #003
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 521
- With balances
- 203
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co. | Investment advisory (plan), Investment advisory (participants) | $31,589 |
| The Vanguard Group | Recordkeeping | $19,875 |
| Creative Retirment Systems, Inc | Plan administrator | $11,425 |
| Hw & Co | Accounting | $7,500 |
| The Mcgregor Home | Accounting | $0 |