Marex North America Llc 401(k) Plan
Sponsored by Marex North America Llc · EIN 980672474 · Plan #001
- Total assets
- $48.2M
- Net assets
- $48.2M
- Active participants
- 235
- With balances
- 248
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (participants) | $5,000 |
| The Jeffrey Matthews Fin'l Grp | Finders' fees/placement fees | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$3,749 |