Marshall Industrial Technologies Savings & Retirement Plan
Sponsored by Marshall Industrial Technologies · EIN 210682061 · Plan #002
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 89
- With balances
- 110
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 |
|---|---|---|
| Valley Forge Investment Consultants, Inc. CRD 123898 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valley Forge Investment Consultants | Investment advisory (participants), Investment advisory (plan), Investment management | $37,183 |
| John Hancock Retirement Plan Serv | Other services, Recordkeeping fees, Other fees | $20,822 |