AUMdb

Markstein Beverage Co. 401(k) Retirement Plan

Sponsored by Markstein Sales Co. · EIN 941307057 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
175
With balances
211

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $51,289
Abd Retirement Services, Inc. Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0