The Marketing Practice 401(k) Plan
Sponsored by The Marketing Practice · EIN 812768952 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 101
- With balances
- 231
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 |
|---|---|---|
| Trilogy Capital, Inc. CRD 281597 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trilogy Capital Inc | Investment advisory (plan), Direct payment from the plan | $52,992 |
| The Vanguard Group, Inc. | Recordkeeping, Other fees, Direct payment from the plan | $21,154 |