The Mitre Corporation Qualified Retirement Plan
Sponsored by The Mitre Corporation · EIN 042239742 · Plan #002 · Bedford, MA
- Total assets
- $2.8B
- Net assets
- $2.8B
- Active participants
- 11,989
- With balances
- 14,035
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $313,494 |
| Fid Inv Inst Ops Co | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $37,750 |
| Captrust | Consulting (general) | $16,250 |
| Bdo Usa, Llp | Accounting | $14,000 |
| Plr Financial Partne | Investment advisory (plan) | $5,786 |