Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan
Sponsored by Montgomery Mccracken Walker & Rhoads Llp · EIN 230888490 · Plan #001
- Total assets
- $74.4M
- Net assets
- $74.4M
- Active participants
- 97
- With balances
- 144
Plan year beginning 02/29/2024 · 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 | $27,393 |
| Mycio | Investment advisory (plan) | $18,025 |