AUMdb

Macdonald, Illig, Jones & Britton 401(k) Retirement Plan

Sponsored by Macdonald, Illig, Jones & Britton Llp · EIN 250918810 · Plan #002

Total assets
$82.4M
Net assets
$82.4M
Active participants
91
With balances
120

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
Bishop & Company Investment Ma Other fees $82,963
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Securities brokerage $12,931