Maronda, Inc. Profit Sharing Plan
Sponsored by Maronda, Inc. · EIN 251230205 · Plan #001
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 533
- With balances
- 460
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 |
|---|---|---|
| Schneider Downs Wealth Management Advisors, Lp CRD 128591 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schneider Downs Wealth Management A | Investment advisory (plan), Direct payment from the plan | $68,949 |
| Schenider Downs Retirement Solution | Contract administrator, Participant loan processing, Direct payment from the plan | $33,815 |
| Charles Schwab Trust Company | Trustee (institutional), Custodial (securities) | $10,948 |