AUMdb

Mcnelly Services, 401(k) Plan

Sponsored by Mcnelly Services, Inc. · EIN 363799397 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
140
With balances
120

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $59,090
Raymond James Fin Svcs Advisors Investment advisory (plan), Other fees $0