Menard, Inc. 401(k) Plan
Sponsored by Menard, Inc. · EIN 390989248 · Plan #002
- Total assets
- $283M
- Net assets
- $282M
- Active participants
- 53,467
- With balances
- 6,156
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant communication | $579,590 |
| Ubs Financial Services, Inc. | Investment advisory (plan), Investment management fees (direct) | $40,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |