Mar Bal, Inc. Retirement Savings Plan
Sponsored by Mar Bal, Inc. · EIN 341059601 · Plan #004
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 402
- With balances
- 563
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 |
|---|---|---|
| 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 Co Of Ame | Recordkeeping fees | $132,138 |
| Leafhouse Financial Advisors, Llc | Other fees | $8,391 |
| Empower Advisory Group, Llc | Investment management | $1,479 |
| Ameriprise Financial Services Llc | Other commissions | $0 |
| Cbiz Benefits & Ins Services Inc | Contract administrator | $0 |