AUMdb

Marquez Brothers International, Inc. And Affiliates 401(k) Plan

Sponsored by Marquez Brothers International, Inc. · EIN 942789431 · Plan #001

Total assets
$14.9M
Net assets
$14.8M
Active participants
439
With balances
227

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Financial Life Insr Co Other insurance wrap fees, Recordkeeping, Participant loan processing $82,168
Merrill Lynch Life Agency, Inc. Consulting (general), Investment advisory (plan) $30,384
Silicon Valley Accountancy Corp Accounting, Consulting (general) $20,088