AUMdb

Scranton Dodge 401(k) Plan

Sponsored by Marwen, Inc. · EIN 232258671 · Plan #001

Total assets
$6.3M
Net assets
$6.3M
Active participants
106
With balances
131

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
Alliance Wealth Advisors, Llc CRD 288394 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alliance Wealth Advisors Llc Consulting (general), Investment advisory (plan), Insurance brokerage commissions $13,902
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $10,449
Mcgrail Merkel Quinn & Associates Accounting, Direct payment from the plan $8,250
The Benefits Group, Llc Other services, Direct payment from the plan $7,907