Profit Sharing Plan & Trust Of David Y. Martin, Jr., Llc
Sponsored by David Y. Martin Jr., Llc · EIN 720700005 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 122
- With balances
- 136
Plan year beginning 07/01/2024 · 401(k)
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 |
|---|---|---|
| Lincoln Retirement Services | Insurance agents and brokers | $31,492 |
| J.W. Cole Investment Advisors | Insurance agents and brokers | $13,544 |
| Cypress Wealth Management | Insurance agents and brokers | $2,551 |
| The Haslauer Group | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,300 |