Marks & Harrison 401(k) Plan
Sponsored by Marks & Harrison, P.C. · EIN 541324210 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 115
- With balances
- 133
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James And Associates | Investment advisory (plan), Direct payment from the plan | $40,681 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $16,836 |