Marsh Automotive Group 401(k) Plan & Trust
Sponsored by Marsh Automotive Group · EIN 274272111 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 37
- With balances
- 53
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 |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $47,532 |
| Captrust Financial Advisors | Investment advisory (participants), Consulting fees, Investment management fees (direct) | $46,146 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $10,314 |