Black & Mcdonald, Inc. 401(k) Plan
Sponsored by Black & Mcdonald, Inc. · EIN 522021787 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 366
- With balances
- 453
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $46,070 |
| Prime Capital Investment Advisors | Investment advisory (plan) | $35,891 |