Tom Mcleod Software Corp. 401(k) Profit Sharing Plan
Sponsored by Tom Mcleod Software Corp. · EIN 630996699 · Plan #001
- Total assets
- $86.3M
- Net assets
- $86.3M
- Active participants
- 580
- With balances
- 719
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $63,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $54,463 |
| The Highlands Accounting Group | Accounting | $12,000 |