Mcwhinney 401(k) Plan
Sponsored by Mcwhinney Real Estate Services, Llc · EIN 841278230 · Plan #001
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 168
- With balances
- 201
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $30,925 |
| Empower Annuity Insurance Company | Recordkeeping fees | $29,009 |