Multiquip Inc. Profit Sharing And Retirement Savings Plan
Sponsored by Multiquip Inc. · EIN 952874203 · Plan #003
- Total assets
- $66.6M
- Net assets
- $66.6M
- Active participants
- 598
- With balances
- 724
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 |
|---|---|---|
| Provenance Wealth Advisors, Llc CRD 126529 | deterministic · 100% | 2024 |
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $74,393 |
| Provenance Wealth Advisors Llc | Investment advisory (plan) | $67,668 |
| M Holdings Securities Inc | Investment advisory (plan) | $50,838 |
| Wright Ford Young & Co | Accounting | $14,750 |