The Meth Wick Community 401(k) Plan
Sponsored by The Meth Wick Community · EIN 420838541 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 154
- With balances
- 143
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Keystone Wealth Management Inc. CRD 304133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Keystone Wealth Management Inc. | Investment advisory (participants) | $16,467 |
| Qualified Plan Consultants | Consulting (pension) | $4,492 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Sub-transfer agency fees | $850 |