Currier Mccabe & Associates Inc 401 K Profit Sharing Plan Plan & Trust
Sponsored by Currier, Mccabe & Associates, Inc. · EIN 222580799 · Plan #001 · Latham, NY
- Total assets
- $41.5M
- Net assets
- $41.5M
- Active participants
- 204
- With balances
- 246
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner And S | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $78,642 |
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $33,702 |
| Pension Consultants | Contract administrator, Other fees, Direct payment from the plan | $3,075 |