Mcglinchey Stafford, Pllc Retirement Savings Plan
Sponsored by Mcglinchey Stafford, Pllc · EIN 720788124 · Plan #018
- Total assets
- $122M
- Net assets
- $122M
- Active participants
- 299
- With balances
- 402
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Delta Financial Advisors, Inc CRD 121907 | deterministic · 100% | 2024 |
| Financial Synergies Wealth Advisors, Inc. CRD 105643 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $26,009 |
| Delta Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $16,310 |
| Financial Synergies Wealth Adv | Investment advisory (participants), Direct payment from the plan | $12,807 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $9,107 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,297 |