Bell & Mccoy 401(k) Plan
Sponsored by Bell & Mccoy · EIN 741718203 · Plan #003
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 433
- With balances
- 254
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 |
|---|---|---|
| Koinonia Financial, Llc | Securities brokerage | $15,336 |
| Economic Group Pension Services | Contract administrator | $3,675 |
| American Trust Company | Recordkeeping, Investment management, Investment management fees (indirect) | $1,070 |
| Stifel, Nicolaus & Company | Securities brokerage | $0 |