Parker Mccay, P.A. Savings Plan
Sponsored by Parker Mccay P.A. · EIN 222022169 · Plan #002
- Total assets
- $44.7M
- Net assets
- $44.7M
- Active participants
- 107
- With balances
- 165
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Equitable Advisors | Investment advisory (plan), Direct payment from the plan | $57,086 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $33,288 |
| Bowman And Company Llp | Accounting, Direct payment from the plan | $11,250 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $3,791 |