AUMdb

Mcdonnell Boehnen Hulbert & Berghoff 401(k) And Profit Sharing Plan

Sponsored by Mcdonnell Boehnen Hulbert & Berghoff Llp · EIN 364116391 · Plan #001

Total assets
$105M
Net assets
$105M
Active participants
102
With balances
153

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$55,715