McDonald Financial Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

10,391

Total plan assets

$236.9M

Filings (rows)

Direct comp

$396K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lyons & Company, Inc. Lyons & Company, Inc. Multiple Employer Plan · all filings	GADSDEN, AL	Advisor / Consultant	2,794	$79.9M	$114K	$0
Lyons & Company, Inc. Lyons & Company, Inc. Multiple Employer Plan · all filings	GADSDEN, AL	Advisor / Consultant	3,908	$71.9M	$98K	$0
Lyons & Company, Inc. Lyons & Company, Inc. Multiple Employer Plan · all filings	GADSDEN, AL	Advisor / Consultant	3,232	$60.0M	$93K	$0
SIO2 Medical Products, Inc. SIO2 Medical Products, Inc. 401(k) Plan · all filings	AUBURN, AL	Advisor / Consultant	240	$9.3M	$33K	$0
SIO2 Medical Products, Inc. SIO2 Medical Products, Inc. 401(k) Plan · all filings	AUBURN, AL	Advisor / Consultant	118	$8.3M	$31K	$0
SIO2 Medical Products, LLC SIO2 Medical Products, Inc. 401(k) Plan · all filings	AUBURN, AL	Advisor / Consultant	99	$7.5M	$27K	$0