AUMdb

Sonoma Marin 401(k) Plan

Sponsored by Marin Sanitary Service, Inc. · EIN 941520192 · Plan #002

Total assets
$40.7M
Net assets
$40.7M
Active participants
197
With balances
208

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
American Trust Company Contract administrator, Recordkeeping, Consulting (pension) $121,598
Epoch Consulting Group Investment advisory (plan), Direct payment from the plan $74,969