Mccormack Baron 401(k) Plan
Sponsored by Mccormack Baron Salazar, Inc. · EIN 431053637 · Plan #001
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 783
- With balances
- 786
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 | $59,734 |
| Enterprise Bank & Trust | Investment advisory (plan) | $46,170 |