AUMdb

John W. Mcdougall Co. , Inc. Profit Sharing And

Sponsored by John W. Mcdougall Co. , Inc. · EIN 620435228 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
186
With balances
281

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Prudent Street Financial Advisors Other fees $0
Voya Retirement Insurance & Annuity Recordkeeping fees $0