AUMdb

Marmic Fire & Safety 401(k) Plan

Sponsored by Marmic Fire & Safety Co., Inc. · EIN 431866691 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
1,182
With balances
1,218

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Investment management $107,728
World Investment Advisors Llc Investment advisory (plan) $62,212
Strategic Advisors, Inc. Investment advisory (plan) $6,128