Metcalfe Markets 401(k) Retirement Savings Plan
Sponsored by Metcalfe Markets Inc · EIN 392020347 · Plan #001
- Total assets
- $66.6K
- Net assets
- $66.6K
- Active participants
- 266
- With balances
- 0
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Johnson Bank | Trustee (institutional), Investment advisory (plan), Direct payment from the plan | $71,290 |