Mccluskey Chevrolet, Inc. 401(k) Profit Sharing Plan
Sponsored by Mccluskey Chevrolet, Inc. · EIN 310340690 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 329
- With balances
- 289
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 |
|---|---|---|
| Pension Corporation Of America | Contract administrator, Recordkeeping, Participant loan processing | $36,082 |
| Mark J. Schmerge, Chfc | Investment advisory (plan) | $11,265 |
| Alta Trust Company | Investment management | $5,000 |
| Charles Schwab Trust Bank | Trustee (directed), Direct payment from the plan, Investment management fees (indirect) | $3,838 |