AUMdb

Martin 401(k) Plan

Sponsored by Martin Resource Management Corporation · EIN 752789062 · Plan #003 · Kilgore, TX

Total assets
$133M
Net assets
$133M
Active participants
1,642
With balances
1,945

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
Regions Bank Investment advisory (plan) $60,000
Strategic Advisors, Inc. Investment advisory (plan) $56,784
Gollob Morgan Peddy Pc Accounting $40,150
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$9,834