Mckinnon And Harris 401 K Profit Sharing Plan
Sponsored by Mckinnon And Harris, Inc. · EIN 541595282 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 92
- With balances
- 176
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial. | Investment advisory (plan), Direct payment from the plan | $27,340 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $18,444 |