AUMdb

Mclarens, Llc Defined Contribution 401(k) Plan

Sponsored by Mclarens, Llc · EIN 510289022 · Plan #001

Total assets
$99.1M
Net assets
$99.1M
Active participants
744
With balances
817

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
Investment Research & Advisory Group, Inc. CRD 126246 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $68,564
Investment Research & Adv Group Investment advisory (plan), Direct payment from the plan $35,000
Windham Brannon, Llc Accounting, Direct payment from the plan $15,500
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Other commissions $202