Finley & Cook 401(k) Savings Incentive Plan
Sponsored by Finley & Cook, P.L.L.C. · EIN 730604334 · Plan #002
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 182
- With balances
- 167
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 |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $51,258 |
| Bancfirst | Trustee (directed) | $49,697 |
| Employee Benefits Group, Llc | Contract administrator | $0 |