Marnell Companies, Llc Profit Sharing And 401(k) Plan
Sponsored by Marnell Companies Llc · EIN 271568297 · Plan #002
- Total assets
- $46.3M
- Net assets
- $46.2M
- Active participants
- 204
- With balances
- 303
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,694 |
| Smith And Francis | Accounting | $8,475 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,150 |