A. Y. Mcdonald Industries, Inc. 401(k) Plan
Sponsored by A. Y. Mcdonald Industries, Inc. · EIN 420404280 · Plan #005
- Total assets
- $129M
- Net assets
- $129M
- Active participants
- 1,282
- With balances
- 1,603
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Investment advisory (plan) | $33,600 |
| Honkamp Krueger & Co Pc | Investment advisory (plan) | $24,051 |
| Brian J Kallback Dba Vine & Fig Tre | Other fees | $7,334 |
| Empower Advisory Group, Llc | Investment management | $559 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |