Preparing 4 Tomorrow 401(k) Plan
Sponsored by Marrick Medical Financial, Llc · EIN 208059557 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 143
- With balances
- 156
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets Llc | Investment advisory (plan) | $34,025 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $23,947 |
| Forvis Mazars | Accounting | $16,363 |
| Sma Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,675 |