AUMdb

The Mcclure Corporation 401(k) Retirement Plan

Sponsored by The Mcclure Corporation · EIN 430788782 · Plan #002

Total assets
$19.6M
Net assets
$19.6M
Active participants
123
With balances
143

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
Bam Advisor Services Investment advisory (participants), Investment advisory (plan), Investment management $66,153
Alerus Financial, N.A. Recordkeeping, Custodial (securities), Trustee (institutional) $10,225
Charles Schwab Bank Custodial (securities), Product termination fees, Investment management fees (indirect) $0