AUMdb

Messer Construction Co. Hourly Employees' Retirement Plan

Sponsored by Messer Construction Co. · EIN 310740877 · Plan #002

Total assets
$37.9M
Net assets
$37.9M
Active participants
669
With balances
1,159

Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024
Sawgrass Asset Management Llc CRD 108831 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Principal Financial Group Plan administrator, Recordkeeping, Other services $79,111
Jpmcb Mgmt Trustee (discretionary), Investment advisory (plan), Investment management $43,978
Parms & Company Other services, Direct payment from the plan $24,700
Mariner Institutional Llc Investment advisory (plan), Direct payment from the plan $23,750
Sawgrass Asset Mgmt Investment management, Investment management fees (direct) $12,776
Pnc Custodial (securities), Direct payment from the plan $7,553