Macelree, Harvey, Ltd. 401(k) Plan
Sponsored by Macelree Harvey, Ltd. · EIN 232170546 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 75
- With balances
- 130
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fulton Bank, N.A. | Recordkeeping, Consulting (general), Custodial (securities) | $70,387 |
| Belfint, Lyons & Shuman, P.A | Accounting | $15,000 |