Marathon Coach, Inc. Profit Sharing 401(k) Plan
Sponsored by Marathon Coach, Inc. · EIN 931104323 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 214
- With balances
- 229
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 |
|---|---|---|
| Zuna, Llc CRD 306113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zuna, Llc | Investment advisory (participants) | $18,497 |
| John Hancock Life Insurace Company | Recordkeeping, Investment management, Sub-transfer agency fees | $2,765 |