AUMdb

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan

Sponsored by Burns & Mcdonnell, Inc · EIN 431393692 · Plan #001

Total assets
$5.5B
Net assets
$5.5B
Active participants
10,567
With balances
11,599

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Partial participant-directed account, Stock bonus

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
Commerce Bank Custodial (securities), Investment management, Investment management fees (direct) $702,101
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $82,835