Mclane Middleton Professional Association Pension Plan
Sponsored by Mclane Middleton Professional Association · EIN 020325043 · Plan #001
- Total assets
- $50.1M
- Net assets
- $50.1M
- Active participants
- 20
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 93% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slc Management (U.S.) Llc | Investment management | $145,187 |
| Cbiz Benefits And Insurance Service | Actuarial | $112,500 |
| Fiducient Advisors Llc | Investment advisory (plan) | $73,812 |