Mirick, O'connell, Demallie & Lougee, Llp Savings And Retirement Plan And Trust
Sponsored by Mirick, O'connell, Demallie & Lougee, Llp · EIN 042203347 · Plan #002
- Total assets
- $84.0M
- Net assets
- $84.0M
- Active participants
- 141
- With balances
- 181
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 | $25,369 |
| Fiducient Advisors | Consulting (general) | $20,000 |