Marcus Thomas, Llc. Tax Deferred Savings Plan
Sponsored by Marcus Thomas, Llc · EIN 341535100 · Plan #002
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 161
- With balances
- 214
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aaaa Benefits, Inc. | Recordkeeping, Trustee (discretionary), Investment advisory (plan) | $18,825 |