AUMdb

Marchex, Inc. 401(k) Plan

Sponsored by Marchex, Inc. · EIN 352194038 · Plan #001

Total assets
$16.5M
Net assets
$16.5M
Active participants
144
With balances
248

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
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $8,227
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $4,961
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0