AUMdb

Mechanical Contractors, Llc 401(k) Plan

Sponsored by Mechanical Contractors, Llc · EIN 560513402 · Plan #001 · Charlotte, NC

Total assets
$21.8M
Net assets
$21.8M
Active participants
213
With balances
139

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 Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $28,462
Nfp Retirement Inc Investment advisory (plan) $16,667
Kestra Investment Services Llc Investment advisory (plan) $8,333