Marketwise Solutions Llc Savings And Retirement Plan
Sponsored by Marketwise Solutions Llc · EIN 352622970 · Plan #001
- Total assets
- $76.7M
- Net assets
- $76.7M
- Active participants
- 440
- With balances
- 797
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Robert W Baird & Co | Investment advisory (plan) | $47,819 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $21,589 |