Mackenzie Childs 401(k) Plan
Sponsored by Mackenzie Childs, Llc · EIN 262208550 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 231
- With balances
- 137
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Administrative Svcs | Recordkeeping, Participant loan processing, Custodial (other) | $18,183 |
| American Portfolio Advisors | Investment advisory (participants), Participant communication, Investment advisory (plan) | $16,461 |
| Osaic Wealth, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $6,056 |