Mckonly & Asbury, C.P.A. Deferred Savings Profit Sharing Plan
Sponsored by Mckonly & Asbury, Certified Public Accountants · EIN 231909723 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 125
- With balances
- 150
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 |
|---|---|---|
| Jfs Wealth Advisors, Llc CRD 145051 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jfs Wealth Advisors | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $27,654 |
| Pcs Retirement, Llc | Claims processing, Contract administrator, Recordkeeping | $25,878 |