Marcus & Millichap, Inc. 401(k) Plan
Sponsored by Marcus & Millichap, Inc. · EIN 352478370 · Plan #001
- Total assets
- $67.1M
- Net assets
- $67.1M
- Active participants
- 836
- With balances
- 790
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $70,341 |
| Mercer Investments Llc | Investment advisory (plan) | $27,500 |
| Cohnreznick | Accounting | $22,951 |