Madison Capital Group Holdings, Llc 401(k) Plan
Sponsored by Madison Capital Group Holdings, Llc · EIN 861993651 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 469
- With balances
- 212
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpa Financial, Llc | Investment advisory (plan), Direct payment from the plan, Investment advisory (participants) | $13,042 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $11,142 |
| John Hancock | Consulting (general), Investment management, Direct payment from the plan | $5,842 |