AUMdb

H. J. Martin & Son, Inc. Profit Sharing And Retirement Savings Plan

Sponsored by H.J. Martin & Son, Inc. · EIN 390967098 · Plan #001

Total assets
$26.5M
Net assets
$26.5M
Active participants
254
With balances
265

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pension Inc. Contract administrator, Recordkeeping, Trustee (directed) $40,078
Global Retirement Partners Investment advisory (participants), Investment advisory (plan), Investment management $34,970