The Mcalear Group, Inc. Retirement Plan
Sponsored by The Mcalear Group, Inc. Dba Service Spring Corp. · EIN 340898426 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 476
- With balances
- 481
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 |
|---|---|---|
| Kmg Fiduciary Partners, Llc CRD 298331 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $40,331 |
| Kmg Fiduciary Partners Llc | Investment advisory (plan) | $29,124 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,414 |