Nan Mckay And Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Nan Mckay And Associates, Inc. · EIN 411381008 · Plan #002
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 647
- With balances
- 451
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 |
|---|---|---|
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $88,226 |
| Resources Investment Advisors, Inc. | Investment advisory (participants), Investment advisory (plan) | $54,513 |