AUMdb

The Frenchs Union 401(k) Retirement Plan

Sponsored by Mccormick & Company Inc · EIN 520408290 · Plan #005

Total assets
$1.2M
Net assets
$1.1M
Active participants
197
With balances
172

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
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mercer Investments Llc Investment advisory (plan), Direct payment from the plan $30,226
Covington & Burling Llp Legal, Direct payment from the plan $17,605
Sb And Company Llc Direct payment from the plan, Accounting $14,000
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $7,195