AUMdb

Mcdonald Gardens Llc 401 K Plan

Sponsored by Mcdonald Gardens Llc · EIN 821638851 · Plan #001

Total assets
$2.6M
Net assets
$2.6M
Active participants
173
With balances
157

Plan year beginning 01/01/2024 · 401(k)

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
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees $6,354
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,046
Adp Broker Dealer Other services, Other fees $0