AUMdb

Mcelroy, Deutsch, Mulvaney & Carpenter, Llp 401(k) Plan

Sponsored by Mcelroy, Deutsch, Mulvaney And Carpenter, Llp · EIN 222445165 · Plan #001

Total assets
$122M
Net assets
$122M
Active participants
256
With balances
389

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Capital Group Llc Consulting (general), Direct payment from the plan $154,500
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $35,833
Clyne Eagan And Associates Accounting, Direct payment from the plan $22,299