AUMdb

Mccall Companies Defined Benefit Retirement Plan

Sponsored by Mccall Enterprises, Inc. · EIN 930914599 · Plan #005

Total assets
$26.7M
Net assets
$26.7M
Active participants
32
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Retirement Consulting Group, Inc. CRD 311184 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Retirement Consulting Group Inc Investment advisory (plan) $41,341
Independent Actuaries, Inc. Actuarial $32,688
Geffen Mesher Accounting $18,375
Principal Trust Company Trustee (institutional) $11,902