Martin & Bayley, Inc. Employee Stock Ownership Plan And Trust
Sponsored by Martin & Bayley, Inc. · EIN 370948752 · Plan #002
- Total assets
- $158M
- Net assets
- $121M
- Active participants
- 934
- With balances
- 1,047
Plan year beginning 03/27/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transition Finance Strategies | Contract administrator | $9,340 |
| Lpl Financial | Investment management | $5,920 |