AUMdb

Marshall & Sterling Enterprises, Inc. 401(k) Plan

Sponsored by Marshall & Sterling Enterprises, Inc. · EIN 141769290 · Plan #004

Total assets
$68.6M
Net assets
$68.6M
Active participants
558
With balances
668

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $50,947