Campbell, Conroy & O'neil Professional Corporation 401(k) Plan
Sponsored by Campbell Conroy & O'neil Professional Corporation · EIN 042781045 · Plan #001
- Total assets
- $53.1M
- Net assets
- $53.1M
- Active participants
- 86
- With balances
- 121
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 |
|---|---|---|
| Morgan Stanley Global Banking Oper | Consulting (general) | $74,346 |
| Wolf & Co | Consulting (general) | $23,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$83,999 |