AUMdb

Macerich Property Management Company 401(k) Profit Sharing Plan

Sponsored by Macerich Property Management Company Llc. · EIN 954853294 · Plan #001

Total assets
$226M
Net assets
$226M
Active participants
618
With balances
967

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024
Mesirow Financial Investment Management, Inc. CRD 111135 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees, Shareholder servicing fees, Recordkeeping $138,545
Ubs Financial Services Inc Investment advisory (plan) $131,689
Mesirow Financial Investment Manage Investment advisory (plan) $17,735
Qdro Consultants Company, Llc Other fees, Consulting (general), Direct payment from the plan $350