Lloyd & Mcdaniel 401(k) Profit Sharing Plan
Sponsored by Lloyd & Mcdaniel Pllc · EIN 610861142 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 220
- With balances
- 238
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 |
|---|---|---|
| Epic Retirement Plan Serivces | Recordkeeping, Participant loan processing, Participant communication | $23,390 |
| Pinnacle Bank | Trustee (institutional) | $22,478 |
| Pronvest | Investment advisory (participants) | $10,089 |