M. Roberts Media, Llc 401(k) Plan
Sponsored by M. Roberts Media, Llc · EIN 371792350 · Plan #001 · Longview, TX
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 116
- With balances
- 174
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 |
|---|---|---|
| Hub Investment Partners, Llc CRD 307956 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hub Investment Partners Llc | Investment advisory (plan) | $9,707 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $5,665 |