The Connor Group 401(k) Profit Sharing Plan
Sponsored by The Connor Group, A Real Estate Investment Firm, Llc · EIN 311313904 · Plan #001 · Miamisburg, OH
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 485
- With balances
- 708
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 |
|---|---|---|
| The Retirement Plan Company | Investment management fees (direct), Recordkeeping fees | $72,087 |
| Horan Securities Inc | Investment advisory (plan) | $10,000 |
| Matrix | Custodial (securities) | $8,223 |