AUMdb

Marvell Semiconductor 401 K Retirement Plan

Sponsored by Marvell Semiconductor, Inc. · EIN 770398669 · Plan #001

Total assets
$1.4B
Net assets
$1.4B
Active participants
2,970
With balances
5,416

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
Steelpeak Wealth, Llc CRD 165168 deterministic · 100% 2024
Ironwood Wealth Management, Llc CRD 200511 deterministic · 100% 2024
Salem Advisory Group Llc CRD 145697 fuzzy_auto · 96% 2024
Abound Wealth Management, Llc CRD 285903 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $228,478
Steelpeak Wealth Llc Investment advisory (participants), Direct payment from the plan $69,482
Morningstar Inc Investment management, Direct payment from the plan $22,271
Ironwood Wealth Management Llc Investment advisory (participants), Direct payment from the plan $17,611
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $15,594
Morningstar Investment Service Investment advisory (participants), Direct payment from the plan $11,106
Sage Advisory Group Investment management, Direct payment from the plan $9,019
Abound Wealth Management Llc Investment advisory (participants), Direct payment from the plan $8,940