AUMdb

Martin & Bayley, Inc. 401(k) Plan

Sponsored by Martin & Bayley, Inc. · EIN 370948752 · Plan #003

Total assets
$8.2M
Net assets
$8.1M
Active participants
2,503
With balances
627

Plan year beginning 04/01/2024 · 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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $74,960
Lpl Financial Recordkeeping, Trustee (institutional), Other services $46,104
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0