Mccourt Equipment Safe Harbor 401 K Plan
Sponsored by Mccourt Equipment · EIN 742913583 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 158
- With balances
- 176
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Float revenue, Participant loan processing | $29,626 |
| Edward D Jones & Company | Investment advisory (plan) | $27,449 |
| Alliance Benefit Group Of Houston | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,300 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,622 |