Mckenney's, Inc. And Affiliated Companies Profit Sharing And 401(k) Plan
Sponsored by Mckenney's, Inc. · EIN 580501197 · Plan #001
- Total assets
- $129M
- Net assets
- $129M
- Active participants
- 1,764
- With balances
- 1,066
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Institutional Plan Services, L | Participant loan processing, Recordkeeping fees | $102,457 |
| Morgan Stanley | Investment advisory (plan) | $87,783 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $30,757 |