AUMdb

E.K. Mcconkey & Co. Salary Deferral Plan

Sponsored by E.K. Mcconkey & Co., Inc. · EIN 232385085 · Plan #001

Total assets
$31.2M
Net assets
$31.2M
Active participants
128
With balances
183

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
Letort Management & Trust Co. Recordkeeping, Trustee (institutional), Investment advisory (participants) $95,960