AUMdb

Marvin Engineering Co., Inc. 401(k) Plan

Sponsored by Marvin Engineering Co., Inc. · EIN 952426603 · Plan #001

Total assets
$55.4M
Net assets
$55.4M
Active participants
1,085
With balances
922

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Investment management $40,975
Global Retirement Partners, Llc Investment advisory (plan) $30,000
Cbiz Cpas P.C. Accounting $12,037