Todd Presley signed The McEvoy Group's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The McEvoy Group's EIN is 94-3394492.
Download the official 2022 Form 5500 (PDF) for The McEvoy Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)The McEvoy Group's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $40K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
