AUMdb

Marous Brothers Construction 401(k) Profit Sharing Plan

Sponsored by Marous Brothers Construction, Inc. · EIN 341327243 · Plan #002

Total assets
$17.0M
Net assets
$17.0M
Active participants
167
With balances
217

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $38,698
Empower Annuity Insurance Company O Recordkeeping fees $25,955
Empower Advisory Group, Llc Investment management $7,292