Mckinley Management, Inc. 401(k) Savings Plan
Sponsored by Mckinley Management, Llc · EIN 862241525 · Plan #001
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 33
- With balances
- 102
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 |
|---|---|---|
| Mckinley Management Inc | Recordkeeping, Trustee (institutional), Other services | $34,596 |
| Swalling & Associates | Recordkeeping, Consulting (pension), Direct payment from the plan | $18,300 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $14,504 |