The Profit Sharing And Retirement Plan For The Mountain Company And The Laurel Management Group, Inc.
Sponsored by The Mountain Company · EIN 550488302 · Plan #001
- Total assets
- $52.9M
- Net assets
- $52.9M
- Active participants
- 215
- With balances
- 401
Plan year beginning 05/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ruane, Cunniff & Goldfarb L.P. CRD 285971 | fuzzy_auto · 95% | 2024 |
| Gardner Russo & Quinn Llc CRD 106114 | fuzzy_auto · 97% | 2024 |
| Johnson Investment Counsel, Inc. CRD 117054 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ruane Cunniff & Goldfarb Inc. | Investment management, Investment management fees (direct) | $191,927 |
| Gardner Russo & Quinn Llc | Investment management, Investment management fees (direct) | $143,021 |
| Johnson Investment Counsel, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $38,765 |
| Rea & Associates | Accounting, Direct payment from the plan | $17,000 |
| Charles Schwab Trust Bank | Trustee (institutional), Other services, Direct payment from the plan | $10,721 |
| Metro Benefits, Inc. | Other services, Other fees | $10,223 |
| October Three Consulting | Consulting (general), Direct payment from the plan | $9,000 |
| Huntington Bank | Recordkeeping, Trustee (institutional), Distribution (12b-1) fees | $3,514 |