AUMdb

Markon, Llc 401(k) Plan

Sponsored by Markon, Llc · EIN 260600919 · Plan #002

Total assets
$42.3M
Net assets
$42.3M
Active participants
318
With balances
353

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $102,073
Seia Llc Recordkeeping, Trustee (institutional), Other services $59,585
Charles Schwab Investment Mgmt Inc. Securities brokerage $50