S. Martinelli & Company Retirement Plan
Sponsored by S. Martinelli & Company · EIN 770133871 · Plan #003
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 123
- With balances
- 146
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 |
|---|---|---|
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $3,806 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |