M. A. Mortenson Company Profit Sharing And Retirement Savings Plan And Trust
Sponsored by M. A. Mortenson Company · EIN 410740923 · Plan #001 · Minneapolis, MN
- Total assets
- $827M
- Net assets
- $827M
- Active participants
- 3,429
- With balances
- 4,281
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 |
|---|---|---|
| Mercer | Investment advisory (plan) | $53,887 |
| Grant Thornton Llp | Accounting | $29,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$205,611 |