Mckinstry Co. Profit Sharing And 401(k) Plan
Sponsored by Mckinstry Co. Llc · EIN 204030425 · Plan #001
- Total assets
- $252M
- Net assets
- $252M
- Active participants
- 1,392
- With balances
- 1,923
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 |
|---|---|---|
| Milliman | Recordkeeping, Consulting (pension), Participant loan processing | $117,581 |
| Pacific Portfolio Consulting, Llc | Investment advisory (plan), Direct payment from the plan | $112,787 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $4 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |