Combined Management, Inc. 401(k) Profit Sharing Plan
Sponsored by Combined Management, Inc. · EIN 010469265 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 375
- With balances
- 234
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 |
|---|---|---|
| Choice Wealth Advisors Llc CRD 297745 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Choice Wealth Advisors | Investment advisory (participants) | $29,480 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $25,838 |
| Berry Dunn Mcneil & Parker, Llc | Accounting | $10,000 |
| The Mandmarblestone Group Llc | Consulting (general) | $9,533 |