AUMdb

Mckinsey & Company, Inc. (Mppp) Money Purchase Pension Plan

Sponsored by Mckinsey & Company, Inc. · EIN 131826332 · Plan #015

Total assets
$2.2B
Net assets
$2.2B
Active participants
12,790
With balances
28,041

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Meketa Investment Group Inc CRD 110601 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alight Solutions Contract administrator, Direct payment from the plan, Recordkeeping fees $758,384
Mckinsey & Company Inc. Plan administrator, Recordkeeping, Direct payment from the plan $329,470
Meketa Investment Group Investment advisory (plan), Investment management fees (direct) $149,443
Grant Thornton Llc Accounting, Direct payment from the plan $76,900
Proskauer Rose Llp Legal, Direct payment from the plan $35,603
Sc Stone Consulting Consulting (general), Direct payment from the plan $31,298
Bny Mellon Custodial (other), Trustee (institutional), Direct payment from the plan $30,716
Mercer Consulting (pension), Direct payment from the plan $18,250
James Farrell Trustee (individual), Direct payment from the plan $9,762