AUMdb

Marden's, Inc. 401(k) Retirement Savings Plan

Sponsored by Marden's, Inc. · EIN 010373270 · Plan #002

Total assets
$20.4M
Net assets
$20.4M
Active participants
431
With balances
524

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
Valmark Advisers Inc CRD 108050 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $72,631
Valmark Advisers Inc Investment advisory (plan) $32,500
Baker Newman & Noyes, Llc Accounting $12,500
Empower Advisory Group, Llc Investment management $9,036