Mccarter Theatre Retirement Plan
Sponsored by Mccarter Theatre Company · EIN 210724198 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 88
- With balances
- 168
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $8,445 |
| Mma Securities Llc | Investment advisory (plan), Direct payment from the plan | $5,893 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $2,072 |