AUMdb

Marion Body Works, Inc. Savings Plan

Sponsored by Marion Body Works, Inc. · EIN 391365073 · Plan #002

Total assets
$18.7M
Net assets
$18.7M
Active participants
393
With balances
398

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 Wealth Partners Llc CRD 336564 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Investment advisory (plan), Direct payment from the plan $34,303
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $28,171
Strategic Wealth Partners Group Llc Investment advisory (plan), Direct payment from the plan $10,523