Mayo Retirement Savings Plan
Sponsored by Mayo Holding Company · EIN 411578020 · Plan #003
- Total assets
- $762M
- Net assets
- $762M
- Active participants
- 3,587
- With balances
- 4,897
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan), Direct payment from the plan | $498,080 |
| Willis Towers Watson Us Llc | Consulting (general), Direct payment from the plan | $7,360 |
| Fidelity Inv Inst Op Co, Llc | Participant loan processing, Direct payment from the plan, Recordkeeping fees | -$277,729 |