Marki Microwave Retirement Plan
Sponsored by Marki Microwave, Inc. · EIN 770293928 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 157
- With balances
- 218
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 |
|---|---|---|
| Park Avenue Securities Llc CRD 46173 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Park Avenue Securities | Investment advisory (plan) | $36,043 |
| Envestnet | Investment advisory (participants) | $9,019 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $2,494 |