AUMdb

Mcr 401(k) Plan

Sponsored by Mcr Investors Llc · EIN 205345817 · Plan #001

Total assets
$29.0M
Net assets
$29.0M
Active participants
3,639
With balances
847

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
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other fees, Participant loan processing, Recordkeeping fees $90,146
One Digital Investment Advisors Investment advisory (plan), Direct payment from the plan $36,394
Wintrust Wealth Management Investment advisory (plan), Direct payment from the plan $29,871
Merrill Lynch Retirement & Benefit Investment advisory (plan), Direct payment from the plan $8,654