Profit Sharing Plan And Trust Mckibbon Hospitality
Sponsored by Mckibbon Hotel Management, Inc. · EIN 582251064 · Plan #002
- Total assets
- $35.1M
- Net assets
- $35.1M
- Active participants
- 1,949
- With balances
- 586
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 |
|---|---|---|
| Willis Investment Counsel Inc CRD 111042 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $78,905 |
| Willis Investment Counsel | Investment advisory (plan), Other fees, Direct payment from the plan | $44,729 |
| Mauldin & Jenkins Cpas & Advisors | Accounting, Direct payment from the plan | $33,685 |