AUMdb

John Mourier Construction Inc Profit Sharing Plan

Sponsored by John Mourier Construction Inc · EIN 942503058 · Plan #002

Total assets
$27.6M
Net assets
$27.6M
Active participants
162
With balances
132

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
Mariner Wealth Advisors Ic, Llc CRD 289886 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Mariner Wealth Advisors Investment advisory (plan), Direct payment from the plan $53,964
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $12,438