Flood, Bumstead, Mccready, & Mccarthy, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Flood, Bumstead, Mccready, & Mccarthy, Inc. · EIN 621524828 · Plan #002
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 183
- With balances
- 183
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 |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forusall Advisors Llc | Investment advisory (plan) | $39,974 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,613 |