AUMdb

John A. Marshall Company 401(k) Profit Sharing Plan

Sponsored by John A. Marshall Company · EIN 481034002 · Plan #001

Total assets
$23.5M
Net assets
$23.5M
Active participants
109
With balances
130

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
Intrust Bank, N.A. Recordkeeping, Trustee (discretionary), Direct payment from the plan $134,205