V. Marchese, Inc. Profit Sharing Plan
Sponsored by V. Marchese, Inc. · EIN 391164834 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 153
- With balances
- 193
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $26,190 |
| Sikich Llp | Contract administrator | $8,878 |
| Empower Advisory Group, Llc | Investment management | $22 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |
| Morgan Stanley Insurance Services | Other commissions | $0 |