Scott Macon, Llc 401(k) Plan
Sponsored by Scott Macon, Llc · EIN 132778949 · Plan #001
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 139
- With balances
- 158
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 |
|---|---|---|
| Kestra Investment Services, Llc | Investment advisory (participants), Investment advisory (plan) | $44,550 |
| John Hancock | Recordkeeping, Float revenue, Investment advisory (participants) | $36,243 |