AUMdb

Madison Dearborn Partners Llc Savings Incentive Plan

Sponsored by Madison Dearborn Partners Llc · EIN 364264559 · Plan #001

Total assets
$98.8M
Net assets
$98.8M
Active participants
97
With balances
185

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
Faircourt Partners, Llc CRD 295508 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Faircourt Partners Llc Investment management, Direct payment from the plan $67,334
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $46,358
Charles Schwab & Co., Inc. Shareholder servicing fees, Float revenue $0