AUMdb

Mcwane Salaried 401(k) Retirement Plan

Sponsored by Mcwane, Inc. · EIN 630139000 · Plan #021 · Birmingham, AL

Total assets
$233M
Net assets
$233M
Active participants
1,315
With balances
1,740

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
Merrill Lynch Consulting (general), Investment advisory (plan), Other services $174,091
Strategic Advisors, Inc. Investment advisory (plan) $38,080
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$110,031