Marking Services, Inc. 401(k) Plan
Sponsored by Marking Services, Inc. · EIN 391604928 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 192
- With balances
- 219
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $43,989 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $27,075 |
| Blue Chip Retirement Plans Inc. | Other fees | $20,282 |
| Empower Advisory Group Llc | Investment management | $9,764 |