Marathon Cheese Employee's 401(k) Retirement Plan
Sponsored by Marathon Cheese Corporation · EIN 390873270 · Plan #001
- Total assets
- $205M
- Net assets
- $205M
- Active participants
- 2,109
- With balances
- 2,846
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $212,994 |
| Orgel Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan) | $153,964 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $35,210 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |