Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Mcgregor & Associates, Inc.
Mcgregor & Associates, Inc.
- Service provider, as named on Schedule C
- EIN 611211399
- Plan year 2024
- Direct compensation reported $61,788
Assets of those plans
$108,042,164
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
9
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$61,788
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 9 |
| 37 | Participant loan processing | 8 |
| 64 | Recordkeeping fees | 8 |
| 13 | Contract administrator | 3 |
| 10 | Accounting (including auditing) | 1 |
| 31 | Named fiduciary | 1 |
| 17 | Consulting (pension) | 1 |
| 11 | Actuarial | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| PDS KO 401(k) Planrecordkeeper | PDS Consultants | $16,907,594 | 479 | $13,150 |
| Associations International, LLC. 401(k) Planrecordkeeper | Associations International | $13,179,185 | 154 | $1,440 |
| Bluegrass Hospitality Group 401k Planrecordkeeper | Malones Holding | $13,115,147 | 208 | $5,475 |
| Davis & Plomin, Inc. 401(k) Retirement Savings Planrecordkeeper | Davis & Plomin Mechanical | $12,065,125 | 172 | $630 |
| Judy Construction Company Profit Sharing Plan | Judy Construction | $11,862,303 | 315 | $965 |
| Graeter's Manufacturing Co. 401(k) Retirement Savings Planrecordkeeper | Graeter's Manufacturing | $11,747,877 | 345 | $4,738 |
| MM USA 401(k) Planrecordkeeper | Murakami Manufacturing USA | $9,667,866 | 356 | $7,170 |
| Qualex Manufacturing LLC 401k Profit Sharing Planrecordkeeper | Qualex Manufacturing | $9,477,339 | 280 | $3,620 |
| Whitestone Group 401k Plan | Whitestone Group | $5,500,673 | 314 | $8,865 |
| Paul Miller Ford and Associates Retirement & Savings Planrecordkeeper | Paul Miller Ford | $4,218,320 | 111 | $595 |
| Bristol Group, Inc. 401(k) Planrecordkeeper | Bristol Group | $164,693 | 25 | $4,640 |
| Mccloud Inc. 401(k) Plan | Mccloud | $136,042 | 144 | $10,500 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.