AUMdb

Mdc Interior Solutions, Llc Employees' 401(k) Savings Plan

Sponsored by Mdc Interior Solutions, Llc · EIN 362064863 · Plan #001

Total assets
$33.5M
Net assets
$33.5M
Active participants
248
With balances
221

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $34,863
Mesirow Financial Inc Investment advisory (plan) $9,701
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $8,472
Strategic Advisors, Inc. Investment advisory (plan) $6,748