Macinnis Group, Llc 401(k) Plan
Sponsored by Macinnis Group, Llc · EIN 465276824 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 129
- With balances
- 156
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 |
|---|---|---|
| Cbiz Financial Solutions, Inc. CRD 16678 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Financial Solutions | Investment advisory (plan) | $23,158 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $16,449 |
| Pa Retirement Solutions | Contract administrator | $8,280 |
| Empower Advisory Group, Llc | Investment management | $3,067 |