Martin Bros./Marcowall, Inc. 401(k) Plan
Sponsored by Martin Bros./Marcowall, Inc. · EIN 952470316 · Plan #002
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 98
- With balances
- 134
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Delarme Wealth Management, Inc. CRD 328372 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $34,312 |
| Delarme Wealth Management | Investment advisory (plan) | $32,798 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,075 |