Mcgrath North Mullin & Kratz, Pc Llo Profit Sharing / 401(k) Plan
Sponsored by Mcgrath North Mullin & Kratz, Pc Llo · EIN 470551221 · Plan #001
- Total assets
- $89.4M
- Net assets
- $89.4M
- Active participants
- 113
- With balances
- 130
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment advisory (plan) | $30,000 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Securities brokerage | $19,169 |
| Avior Wealth Management Llc | Other fees | $10,748 |