AUMdb

Mcanderson's, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Mcandersons Inc. · EIN 561080800 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
409
With balances
107

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
Pension Corporation Of America Recordkeeping, Direct payment from the plan, Recordkeeping fees $8,495
Riversedge Adv. Ret. Solutions, Llc Recordkeeping, Participant loan processing, Direct payment from the plan $1,735
Charles Schwab Trust Bank Direct payment from the plan, Investment management fees (indirect) $197