Marrakech, Inc 401(k) And Profit Sharing Plan
Sponsored by Marrakech, Inc. · EIN 237148533 · Plan #001
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 691
- With balances
- 711
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 |
|---|---|---|
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $69,584 |
| Pasi, Llc | Recordkeeping, Direct payment from the plan | $29,326 |
| Patriot Financial | Investment advisory (plan), Direct payment from the plan | $23,720 |
| Citrin Cooperman | Contract administrator | $3,286 |