Richard Mcnay, Inc. 401(k) Profit Sharing Plan
Sponsored by Richard Mcnay, Inc. · EIN 371027643 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 150
- With balances
- 171
Plan year beginning 11/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Plus Llc | Contract administrator | $13,830 |
| Ti Trust, Inc. | Trustee (institutional) | $1,830 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $418 |
| Wade Stables P.C. | Accounting | $0 |
| Empower Advisory Group, Llc | Investment management | $0 |