Marigold 401(k) Plan
Sponsored by Marigold Group, Inc. · EIN 822867962 · Plan #001
- Total assets
- $76.7M
- Net assets
- $76.7M
- Active participants
- 475
- With balances
- 937
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 |
|---|---|---|
| John Hancock Life Insurance | Recordkeeping, Investment management, Sub-transfer agency fees | $115,276 |
| Sheridan Road Advisors | Investment advisory (participants) | $86,457 |
| Access Retirement Services Llc | Plan administrator | $15,030 |