AUMdb

Mathiowetz Construction Company Retirement Plan

Sponsored by Mathiowetz Construction Company · EIN 410873426 · Plan #001

Total assets
$65.9M
Net assets
$65.9M
Active participants
182
With balances
229

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lpl Financial Services Investment advisory (participants), Investment advisory (plan), Investment management $136,934
First Mercantile Trust Company Recordkeeping, Custodial (securities), Trustee (institutional) $61,866
Cliftonlarsonallen, Llp Accounting $18,653
Tax Sheltered Compensation, Inc. Recordkeeping, Recordkeeping fees $16,697