401(k) Savings Plan For Peter Marino Architect, Pllc
Sponsored by Peter Marino Architect, Pllc · EIN 133070339 · Plan #001
- Total assets
- $41.8M
- Net assets
- $41.8M
- Active participants
- 185
- With balances
- 159
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,697 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $5,122 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $41.8M | 185 | ack 20250929150559NAL0005102323001 |
| 01/01/2021 | $35.9M | 131 | ack 20250325150447NAL0007789939003 |
| 01/01/2020 | $31.5M | 154 | ack 20250325150447NAL0007789939002 |
| 01/01/2019 | $25.3M | 148 | ack 20250325150447NAL0007789939001 |