AUMdb

Mcc, Inc. 401(k) Profit Sharing Plan

Sponsored by Mcc, Inc. · EIN 390750414 · Plan #001

Total assets
$40.1M
Net assets
$40.1M
Active participants
379
With balances
468

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant communication $62,528
Ubs Financial Services Inc. Investment management, Investment management fees (direct) $42,500
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0