AUMdb

Pro Mark, Llc 401(k) Profit Sharing Plan

Sponsored by Pro Mark, Llc · EIN 870290790 · Plan #001

Total assets
$39.5M
Net assets
$39.5M
Active participants
246
With balances
269

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $3,150