The Marketplace Employee Retirement Plan
Sponsored by Annandale Marketplace Inc. · EIN 141864664 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.1M
- Active participants
- 186
- With balances
- 127
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 |
|---|---|---|
| Bam Advisor Services Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $22,144 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Trustee (institutional) | $13,934 |