Markley Lowell Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Markley Lowell, Llc · EIN 383693466 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 164
- With balances
- 177
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 |
|---|---|---|
| At Retirement Services, Llc | Claims processing, Recordkeeping, Custodial (other) | $11,554 |