Mccorvey Sheet Metal Works Lp Profit Sharing Plan & Trust
Sponsored by Mccorvey Sheet Metal Works Lp · EIN 741363754 · Plan #002
- Total assets
- $45.2M
- Net assets
- $45.2M
- Active participants
- 1,469
- With balances
- 997
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $43,103 |
| Merrill Lynch | Consulting (general), Investment advisory (plan) | $0 |