Chicago Mercantile Exchange, Inc. 401(k) Savings Plan
Sponsored by Chicago Mercantile Exchange, Inc. · EIN 364340266 · Plan #002
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 2,245
- With balances
- 3,718
Plan year beginning 01/01/2024 · 401(k)
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. | Consulting (general), Investment advisory (plan), Direct payment from the plan | $200,850 |
| Fidelity Investments Inst Op Co Llc | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $156,305 |
| Willis Towers Watson | Consulting (general), Direct payment from the plan | $101,212 |
| Captrust Financial Advisors | Consulting (general), Investment advisory (plan), Direct payment from the plan | $87,550 |
| Forvis Mazars | Accounting, Direct payment from the plan | $21,630 |