Bishop Mccann Llc 401(k) P/S Plan
Sponsored by Bishop Mccann Llc · EIN 431780872 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 98
- With balances
- 132
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $24,375 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $15,285 |
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $10,585 |