Conco Inc. 401(k) Profit Sharing Plan
Sponsored by Conco Incorporated · EIN 480829990 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 169
- With balances
- 199
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 |
|---|---|---|
| Keating Financial Advisory Services, Inc. CRD 142772 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $87,240 |
| Keating Financial Advisory Services | Investment advisory (plan), Other fees | $0 |