Kirton Mcconkie Retirement Plan
Sponsored by Kirton Mcconkie · EIN 870375296 · Plan #001
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 297
- With balances
- 346
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buckingham Asset Management | Investment management, Direct payment from the plan | $203,179 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $36,050 |
| Tanner Llc | Accounting, Direct payment from the plan | $19,685 |