John Marshall Bank 401(k) Plan
Sponsored by John Marshall Bank · EIN 743125891 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 130
- With balances
- 146
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 |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $32,203 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $13,126 |