AUMdb

Martin Brothers Distributing Company, Inc. Esop And 401(k) Plan

Sponsored by Martin Brothers Distributing Company, Inc. · EIN 420841720 · Plan #002

Total assets
$118M
Net assets
$118M
Active participants
575
With balances
707

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
Accel Wealth Management Llc CRD 286201 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $81,953
Accel Wealth Management Investment advisory (plan), Other fees $36,786