Bob Maxey Lincoln Mercury 401 K Plan & Trust
Sponsored by Bob Maxey Lincoln, Inc. · EIN 381807015 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 202
- With balances
- 160
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
| Kingsview Wealth Management, Llc CRD 148107 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $26,414 |
| Plante & Moran Plc | Accounting | $20,000 |
| Edward D Jones & Company | Investment advisory (plan) | $18,908 |
| Kingsview Wealth Management | Investment advisory (plan) | $6,830 |