Meacham & Apel Architects, Inc. 401(k) Profit Sharing Plan
Sponsored by Meacham & Apel Architects, Inc. · EIN 310989412 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 99
- With balances
- 153
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everhart Financial Group Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $33,643 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $21,976 |