Tmmg 401(k) Plan
Sponsored by The Mchenry Management Group, Inc. · EIN 900344957 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 287
- With balances
- 364
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co Inc | Investment advisory (plan), Direct payment from the plan | $22,233 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $15,912 |
| John Hancock Usa | Recordkeeping, Participant loan processing, Float revenue | $13,777 |