Mvrk I, Llc 401(k) Plan
Sponsored by Mvrk I, Llc · EIN 873347177 · Plan #001
- Total assets
- $648K
- Net assets
- $648K
- Active participants
- 1,521
- With balances
- 314
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $15,739 |
| Intac Actuarial Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,750 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $2,841 |