AUMdb

Marketing Alliance Group 401 K Retirement Plan

Sponsored by Marketing Alliance Group, Inc. · EIN 582201082 · Plan #001

Total assets
$21.7M
Net assets
$21.7M
Active participants
1,031
With balances
1,058

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $93,630
Erisa Services Inc Contract administrator, Direct payment from the plan, Other services $2,250
Osaic Wealth Inc Other services, Other commissions, Other fees $0
Whilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0