Mcnair, Mclemore, Middlebrooks & Co., Llc 401(k) Plan
Sponsored by Mcnair Mclemore Middlebrooks & Co., Llc · EIN 581094351 · Plan #001
- Total assets
- $50.5M
- Net assets
- $50.5M
- Active participants
- 109
- With balances
- 145
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 |
|---|---|---|
| Cannon Financial Strategists, Inc. CRD 133509 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cannon Financial Strategists | Investment advisory (plan), Direct payment from the plan | $45,042 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $15,239 |
| Wells Fargo Advisors | Investment advisory (plan), Direct payment from the plan | $9,456 |