Knox Mclaughlin Gornall & Sennett, P.C. 401(k) Profit Sharing Plan
Sponsored by Knox Mclaughlin Gornall & Sennett, P.C. · EIN 251215503 · Plan #001
- Total assets
- $41.9M
- Net assets
- $41.9M
- Active participants
- 87
- With balances
- 118
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 |
|---|---|---|
| Hbk Sorce Advisory Llc CRD 112139 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pnc Advisors | Investment management, Direct payment from the plan | $40,625 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $26,082 |
| Hbk Sorce Advisory Llc | Investment advisory (participants), Direct payment from the plan | $25,793 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $248 |