Macquarie Holdings (Usa) Inc. 401(k) Plan And Trust
Sponsored by Macquarie Holdings (U.S.A.) Inc. · EIN 133789912 · Plan #001
- Total assets
- $721M
- Net assets
- $721M
- Active participants
- 2,294
- With balances
- 3,748
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 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $184,630 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $139,054 |
| Mercer Investments Llc | Investment management | $110,000 |
| Price Water House Co | Consulting (general) | $109,968 |
| Arnold & Porter Kaye Scholer | Legal | $43,484 |