Mott Macdonald Defined Benefit Pension Plan
Sponsored by Mott Macdonald I&E, Llc · EIN 221613021 · Plan #002
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 32
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $46,162 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $44,013 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $29,800 |
| October Three Consulting Group Llc | Investment management, Direct payment from the plan | $5,322 |
| Charles Schwab & Co., Inc | Shareholder servicing fees | $0 |