AUMdb

Retirement Income Security Plan Mc Residential Communities, Llc

Sponsored by Mc Residential Communities, Llc · EIN 861034896 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
236
With balances
145

Plan year beginning 01/01/2024 · 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
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $8,859
Healthequity Retirement Services, L Claims processing, Plan administrator, Named fiduciary $8,446
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $637