AUMdb

Marine Military Academy, Inc. Retirement Plan

Sponsored by Marine Military Academy, Inc. · EIN 741507957 · Plan #001 · Harlingen, TX

Total assets
$13.7M
Net assets
$13.7M
Active participants
102
With balances
167

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $14,945
Fidelity Investments Recordkeeping fees, Account maintenance fees $1,115
Pensionmark Financial Group, Llc Investment advisory (plan), Other fees $0