AUMdb

Mclean Packaging Corporation Profit Sharing Plan

Sponsored by Mclean Packaging Corporation · EIN 231612861 · Plan #003

Total assets
$8.9M
Net assets
$8.9M
Active participants
87
With balances
146

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Kathmere Capital Management, Llc CRD 305118 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Kathmere Capital Management Llc Investment advisory (plan) $34,283
Kreischer Miller Accounting $15,750
Empower Annuity Insurance Company O Recordkeeping fees $0