AUMdb

Mcdermott Savings Plan

Sponsored by Mcdermott Investments · EIN 741032246 · Plan #004

Total assets
$1.4B
Net assets
$1.4B
Active participants
5,104
With balances
8,951

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
Strategic Advisors, Inc. Investment advisory (plan) $174,906
Mercer Investment Llc Consulting (general) $128,714
Esler & Vanderschaaff Co., L.P.A. Legal $32,647
Calvetti Ferguson, P.C. Accounting $30,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$374,855