AUMdb

Terrazzo & Marble Supply Companies 401(k) Plan

Sponsored by Terrazzo & Marble Supply Co. Of Illinois · EIN 362886439 · Plan #003

Total assets
$17.1M
Net assets
$17.0M
Active participants
137
With balances
147

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $34,477
Coastal Pension Services, Inc. Contract administrator $1,840
Cambridge Investment Research Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $0