Marotta Controls, Inc. Employees 401 K Plan
Sponsored by Marotta Controls, Inc. · EIN 221528122 · Plan #003
- Total assets
- $86.8M
- Net assets
- $86.8M
- Active participants
- 778
- With balances
- 897
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Recordkeeping, Participant loan processing | $149,087 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $61,484 |
| Resources Investment Advisors Inc | Investment advisory (plan) | $17,731 |
| Prudential Investment Management Se | Distribution (12b-1) fees, Securities brokerage commissions | $294 |
| Empower Financial Services, Inc. | Shareholder servicing fees, Other investment fees and expenses | $10 |
| National Financial Services, Llc | Recordkeeping | $0 |