Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan
Sponsored by Shackelford, Bowen, Mckinley & Norton, Llp · EIN 752967456 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 114
- With balances
- 144
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 |
|---|---|---|
| Bokf, Na | Trustee (directed), Investment advisory (plan), Custodial (securities) | $3,157 |