AUMdb

Mar Val Food Store No1 Inc 401 K Profit Sharing Plan

Sponsored by Mar Val Food Store No1 Inc · EIN 941495075 · Plan #002

Total assets
$12.9M
Net assets
$12.9M
Active participants
434
With balances
233

Plan year beginning 07/01/2024 · 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
John Hancock Retirement Plan Serv Recordkeeping, Investment advisory (plan), Participant loan processing $30,114
Wells Fargo Investment advisory (participants), Investment advisory (plan) $25,526
Associated Pension Consultants Claims processing, Recordkeeping, Consulting (pension) $14,974