Mackie Wolf Zientz & Mann, P.C. 401(k) Plan
Sponsored by Mackie Wolf Zientz & Mann, P.C. · EIN 651294150 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 112
- With balances
- 126
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $4,658 |
| Empower Annuity Insurance Company | Recordkeeping fees | $4,336 |