Mcv Retirement Plan
Sponsored by Mcconnell Valdes Llc · EIN 660226027 · Plan #002
- Total assets
- $80.8M
- Net assets
- $80.8M
- Active participants
- 149
- With balances
- 193
Plan year beginning 06/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Partial participant-directed account
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 |
|---|---|---|
| Ubs Financial Services Inc. | Insurance agents and brokers | $245,499 |
| Nppg Record Keeping Solutions Llc | Recordkeeping | $30,650 |
| Landa Umpierre Psc | Accounting | $11,325 |