Mccombs Steel Company, Inc. 401(k) Profit Sharing Plan
Sponsored by Mccombs Steel Company, Inc. · EIN 561451250 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 76
- With balances
- 96
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 |
|---|---|---|
| Excel Wealth Management, Llc CRD 299602 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Excel Wealth Management Llc | Investment advisory (plan) | $13,184 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $12,550 |
| Bdg Cpas | Accounting | $9,500 |
| Empower Advisory Group, Llc | Investment management | $831 |