J. J. Mcdonnell & Co., Inc. 401(k) Profit Sharing Plan
Sponsored by J. J. Mcdonnell & Co., Inc. · EIN 521482094 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 205
- With balances
- 176
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Retirement Plan Servi | Contract administrator, Recordkeeping, Trustee (institutional) | $29,817 |
| Lpl Financial Llc | Investment advisory (participants) | $14,379 |
| Caron & Bletzer, Pllc | Accounting | $6,869 |
| Pollard & Associates | Participant loan processing, Recordkeeping fees | $6,450 |