Mclaughlin Gormley King Company Profit Sharing And Employee Savings Plan
Sponsored by Mclaughlin Gormley King Company · EIN 410403600 · Plan #001
- Total assets
- $55.2M
- Net assets
- $55.2M
- Active participants
- 184
- With balances
- 247
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 |
|---|---|---|
| Keystone Wealth Advisors, Llc CRD 317823 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Keystone Wealth Advisors Inc | Investment advisory (plan) | $102,093 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $5,530 |