AUMdb

Marcus & Millichap Company 401(k) Plan

Sponsored by Marcus & Millichap Company · EIN 770161557 · Plan #001

Total assets
$62.1M
Net assets
$62.1M
Active participants
218
With balances
274

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
Bfsg, Llc Consulting (general) $8,750
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $5,173