Marquis Software Solutions, Inc. 401(k) Plan
Sponsored by Marquis Software Solutions, Inc. · EIN 752459939 · Plan #002
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 180
- With balances
- 214
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $24,634 |
| Raymond James And Associates Inc | Investment advisory (plan) | $15,300 |