Marco Display Specialists, L.P. 401(k) Employees' Saving Plan
Sponsored by Marco Display Specialists · EIN 752050871 · Plan #002
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 234
- With balances
- 300
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 |
|---|---|---|
| Legacy 401 K Partners, Llc CRD 181525 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,473 |
| Legacy 401 K Partners Llc | Investment advisory (plan) | $9,139 |