AUMdb

Mrco, Llc 401(k) Plan

Sponsored by Mrco, Llc · EIN 621868774 · Plan #002

Total assets
$4.1M
Net assets
$4.1M
Active participants
739
With balances
203

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
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
M Holdings Securities, Inc. Investment advisory (participants) $30,350
John Hancock Usa Recordkeeping $2,162