Marshall Retail Group 401(k) Retirement Plan
Sponsored by The Marshall Retail Group, Llc · EIN 562305713 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 1,178
- With balances
- 377
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 |
|---|---|---|
| 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 Company | Recordkeeping fees | $74,154 |
| The Retirement Advantage | Contract administrator | $16,784 |
| Empower Advisory Group, Llc | Investment management | $5,224 |
| Morningstar Inc Associates Llc | Other fees | $4,036 |
| Lpl Financial Llc | Other commissions | $0 |