Marelli North America, Inc. 401(k) Retirement Plan
Sponsored by Marelli North America, Inc. · EIN 621151687 · Plan #003
- Total assets
- $219M
- Net assets
- $219M
- Active participants
- 2,290
- With balances
- 2,721
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
| 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 | $75,006 |
| M Holdings Securities Inc | Investment advisory (plan) | $74,847 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $39,985 |