Plan Snapshot
- Plan Sponsor: The Mcgregor Foundation (EIN 340714356)
- Plan Type: 401(k)
- Total Participants: 521
- Total Assets: $8.2M
- Sponsor State: OH
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 521 | $8.2M | $244,468 | $862,691 |
| 2023 | 434 | $6.2M | $224,993 | $708,522 |
| 2022 | 476 | $5.5M | $218,921 | $656,383 |
Service Providers
- OPPENHEIMER & CO. — INVESTMENT ADVISOR ($31,589)
- THE VANGUARD GROUP — RECORDKEEPER ($19,875)
- CREATIVE RETIRMENT SYSTEMS, INC — TPA ($11,425)
- HW & CO — TPA ($7,500)
- CITRIN COOPERMAN & COMPANY, LLC — Auditor