AUMdb

John A. Martin & Associates 401(k) Plan

Sponsored by John A. Martin Structural Engineers Dba John A. Martin & Associates · EIN 271318532 · Plan #001

Total assets
$38.2M
Net assets
$38.2M
Active participants
97
With balances
138

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
Bfsg, Llc CRD 143617 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Bfsg Llc Investment advisory (plan) $18,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $6,149