AUMdb

Big Blue Marble 401(k) Retirement Plan

Sponsored by Big Blue Marble Academy, Llc · EIN 300999742 · Plan #001

Total assets
$2.5M
Net assets
$2.5M
Active participants
1,445
With balances
343

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
Level Four Advisory Services, Llc CRD 134086 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $20,424
Level Four Advisory Services, Llc Investment advisory (plan) $11,029
Cri Tpa Services Llc Contract administrator $8,795