Holowicki Enterprises Profit Sharing Plan
Sponsored by Holowicki Enterprises Dba Mcdonalds · EIN 311177272 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 532
- With balances
- 134
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 |
|---|---|---|
| Budros Ruhlin & Roe Inc | Investment advisory (plan) | $20,529 |
| Transamerica Life Insurance Co. | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $16,701 |
| Ary Roepcke Mulchaey Pc | Accounting | $9,200 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,200 |