Maritz Holdings Inc. Retirement Plan
Sponsored by Maritz Holdings Inc. · EIN 430393480 · Plan #001
- Total assets
- $82.2M
- Net assets
- $82.1M
- Active participants
- 383
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sequoia Financial Advisors, L.L.C. CRD 117756 | fuzzy_auto · 97% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sequoia Finacial Group, Llc | Investment management, Direct payment from the plan | $141,668 |
| Parametric Portfolio Associates | Investment management, Direct payment from the plan | $85,910 |
| Sun Life Investment Management | Investment management, Direct payment from the plan | $78,201 |
| Bank Of New York Mellon | Custodial (other), Direct payment from the plan | $46,851 |
| Pension Benefit Information | Direct payment from the plan, Account maintenance fees | $14,810 |