The Marvin Companies Profit Sharing And 401(k) Plan
Sponsored by Marvin Lumber And Cedar Company · EIN 410396845 · Plan #333
- Total assets
- $693M
- Net assets
- $693M
- Active participants
- 7,932
- With balances
- 8,970
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment management | $487,999 |
| Empower Annuity Ins Co Of America | Recordkeeping, Participant loan processing, Direct payment from the plan | $469,826 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $80,000 |
| Cliftonlarsonallen Llp | Accounting, Contract administrator | $10,064 |