Markel Group Inc. Retirement Savings Plan
Sponsored by Markel Group Inc. · EIN 541959284 · Plan #003
- Total assets
- $982M
- Net assets
- $982M
- Active participants
- 3,711
- With balances
- 5,039
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 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $151,332 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $86,906 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $21,271 |