M. A. Mortenson Company Retirement Savings Plan And Trust For Trade Employees
Sponsored by M. A. Mortenson Company · EIN 410740923 · Plan #002 · Minneapolis, MN
- Total assets
- $38.7M
- Net assets
- $38.7M
- Active participants
- 3,735
- With balances
- 4,233
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 | $287,755 |
| Grant Thornton Llp | Accounting | $25,500 |