Mccarthy Tire Service Company 401(k) Profit Sharing Plan
Sponsored by Mccarthy Tire Service Company · EIN 240780800 · Plan #002
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 1,267
- With balances
- 1,333
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 |
|---|---|---|
| Jacobi Capital Management, Llc CRD 147663 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping, Participant loan processing, Sub-transfer agency fees | $183,305 |
| Jacobi Capital Management, Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $67,743 |