Mcconnell & Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Mcconnell & Associates, Inc. · EIN 431139077 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 137
- With balances
- 177
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Llc | Investment advisory (plan) | $39,146 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,941 |
| Pickett, Chaney & Mcmullen Llp | Accounting | $11,350 |