AUMdb

Macqueen Equipment Group 401(k) Plan

Sponsored by Macqueen Equipment, Llc · EIN 410845185 · Plan #001

Total assets
$19.6M
Net assets
$19.6M
Active participants
345
With balances
424

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Christensen Group Financial, Llc CRD 318144 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $69,730
Northwestern Mutual Wealth Mgmt Co Investment advisory (plan) $16,755
Empower Advisory Group, Llc Investment management $11,038
The Angell Pension Group, Inc Accounting, Contract administrator $6,200
Christensen Group Financial Llc Investment advisory (plan) $4,500