Albert & Mackenzie, Llp 401(k) Profit Sharing Plan
Sponsored by Albert & Mackenzie, Llp · EIN 821962454 · Plan #001
- Total assets
- $28.3M
- Net assets
- $28.3M
- Active participants
- 343
- With balances
- 382
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 |
|---|---|---|
| Knightsbridge Asset Management Llc CRD 110347 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $97,950 |
| Knightsbridge Asset Management, Llc | Investment advisory (plan) | $64,743 |
| Empower Advisory Group, Llc | Investment management | $37,771 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $16,923 |