AUMdb

Mcpherson College 403(b) Plan

Sponsored by Mcpherson College · EIN 480543736 · Plan #001

Total assets
$23.0M
Net assets
$23.0M
Active participants
182
With balances
331

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mariner Wealth Advisors Ic, Llc CRD 289886 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $53,434
Mariner Wealth Advisors, Llc Investment advisory (participants), Investment advisory (plan) $30,157