The Mcclone Agency, Inc. Savings And Retirement Plan
Sponsored by The Mcclone Agency, Inc. · EIN 390968993 · Plan #003
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 119
- With balances
- 144
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 |
|---|---|---|
| Pension Consultants Co., Inc. | Other services, Direct payment from the plan, Other fees | $3,245 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,335 |