The Mather Group 401(k) Plan
Sponsored by The Mather Group, Llc · EIN 472381165 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 176
- With balances
- 197
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 |
|---|---|---|
| Faircourt Partners, Llc CRD 295508 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Faircourt Partners Llc | Investment advisory (plan) | $23,979 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$1,321 |