Marketsphere 401 K Retirement Plan
Sponsored by Marketsphere Holdings Llc · EIN 814398620 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 143
- With balances
- 191
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 |
|---|---|---|
| Bridges Investment Management Inc CRD 108028 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bridges Investment Management | Investment management, Direct payment from the plan | $38,343 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $26,666 |