AUMdb

M. C. Dean, Inc. 401(k) Plan

Sponsored by M.C. Dean, Inc. · EIN 540831614 · Plan #001

Total assets
$475M
Net assets
$475M
Active participants
5,870
With balances
7,412

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
Vanguard Advisers, Inc. CRD 106715 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $665,369
Vanguard Advisors, Inc. Investment advisory (participants) $128,067
Commonwealth Financial Network Consulting (general) $75,000