Maher Terminals Llc Profit Sharing And 401(k) Plan
Sponsored by Maher Terminals Llc · EIN 205929586 · Plan #002
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 152
- With balances
- 201
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $73,391 |
| Withumsmith + Brown, Pc | Accounting | $22,984 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $20,906 |