Mark Andy, Inc. Employee Savings & Profit Sharing Plan
Sponsored by Mark Andy, Inc. · EIN 430723392 · Plan #001
- Total assets
- $75.4M
- Net assets
- $75.4M
- Active participants
- 392
- With balances
- 486
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | 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, Recordkeeping fees, Account maintenance fees | $58,170 |
| Creative Planning Llc | Investment advisory (plan) | $48,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $4,061 |