Mckinnon Bros Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Mckinnon Bros Inc. · EIN 042038342 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 211
- 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 |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hightower Advisors Llc | Investment management | $44,217 |
| No American Ktrade Alliance, Llc | Recordkeeping, Direct payment from the plan | $9,092 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |