AUMdb

Martin Engineering Company 401(k) Profit Sharing Plan

Sponsored by Martin Engineering Company · EIN 362336135 · Plan #002

Total assets
$45.5M
Net assets
$45.5M
Active participants
238
With balances
271

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
Global Retirement Partners Llc CRD 172011 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $65,078
Wellth Advisory Contract administrator, Direct payment from the plan $22,501
Global Retirement Consulting (general), Investment advisory (plan), Direct payment from the plan $21,179
The Retirement Advantage Inc Contract administrator, Direct payment from the plan, Other services $125