Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust With 401(k)
Sponsored by Magnusson Klemencic Associates Inc. · EIN 910861758 · Plan #002
- Total assets
- $77.3M
- Net assets
- $77.3M
- Active participants
- 147
- With balances
- 254
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Sub-transfer agency fees | $101,516 |