Interstate Mcbee Retirement Plan
Sponsored by Interstate Mcbee, Llc · EIN 341922271 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 297
- With balances
- 353
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (participants), Investment advisory (plan) | $57,061 |
| Lincoln National Corporation | Contract administrator | $39,431 |