Mccarthy Employee Retirement Savings Plan
Sponsored by Genuine Mccarthy Enterprises, Inc. · EIN 851145093 · Plan #001
- Total assets
- $701M
- Net assets
- $701M
- Active participants
- 5,531
- With balances
- 6,495
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $425,193 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $360,325 |