Marble Industry Annuity Trust Fund
Sponsored by Board Of Trustees Of Marble · EIN 132967109 · Plan #074
- Total assets
- $88.0M
- Net assets
- $87.9M
- Active participants
- 279
- With balances
- 531
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 98% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Invesco National Trust Company | Investment management | $74,983 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $64,211 |
| Jp Morgan Investment Management Inc | Investment management, Investment advisory (plan), Direct payment from the plan | $45,605 |
| Marble Industry Trust Fund | Recordkeeping | $45,001 |
| Principal Life Insurance Company | Investment management, Investment advisory (plan), Investment management fees (indirect) | $40,306 |
| Daniel H. Cook Associates, Inc. | Contract administrator, Plan administrator, Recordkeeping | $40,023 |
| Quan Vest Consultants Inc | Investment advisory (plan) | $39,000 |
| New Tower Trust Company | Investment management | $36,492 |
| Intercontinental Real Estate Corp | Investment management | $29,885 |
| Gould Kobrick & Schlapp, Pc | Accounting | $21,095 |
| Boyd Watterson Asset Management Llc | Investment management | $20,169 |
| Venable Llp | Legal | $16,022 |
| Colleran Ohara & Mills | Legal | $12,035 |