Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan
Sponsored by Markley Motors, Inc. · EIN 840512768 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 115
- With balances
- 170
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets Llc | Consulting (general), Insurance services, Investment advisory (plan) | $31,293 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $30,927 |
| Soukup Bush & Associates Pc | Accounting, Direct payment from the plan | $6,476 |