Mcintosh Box & Pallet Co., Inc. 401(k) Profit Sharing Plan
Sponsored by Mcintosh Box & Pallet Co., Inc. · EIN 160876891 · Plan #001
- Total assets
- $11.1M
- Net assets
- $10.9M
- Active participants
- 262
- With balances
- 270
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 |
|---|---|---|
| Good Life Advisors, Llc CRD 171898 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (directed), Sub-transfer agency fees | $58,459 |
| Everest Consulting Llc | Investment management | $21,479 |
| Good Life Advisors | Investment management | $10,908 |