Hill & Markes, Llc 401(k) Plan
Sponsored by Hill & Markes, Llc. · EIN 140751030 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 165
- With balances
- 161
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $24,299 |
| Orenda Retirment, Llc | Contract administrator, Direct payment from the plan, Other services | $5,400 |
| M Holdings Securities | Investment advisory (plan), Other fees | $0 |