Maloney & Novotny Llc 401 K Savings Plan And Trust
Sponsored by Maloney & Novotny Llc · EIN 340677006 · Plan #001
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 150
- With balances
- 157
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $32,607 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $29,080 |