Mcangus Goudelock & Courie, Llc 401(k) Profit Sharing Plan
Sponsored by Mcangus Goudelock & Courie, Llc · EIN 571016548 · Plan #001
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 764
- With balances
- 1,005
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $153,813 |
| Janney Montgomery Scott Llc | Investment advisory (participants), Direct payment from the plan | $70,282 |