AUMdb

Mccarter And English Retirement And Savings Plan

Sponsored by Mccarter & English, Llp · EIN 221534652 · Plan #004

Total assets
$488M
Net assets
$488M
Active participants
801
With balances
1,108

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
Captrust Consulting (general) $50,304
Strategic Advisors, Inc. Investment advisory (plan) $37,688
Eisneramper Llp Accounting, Other fees $25,467
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$143,497