J. Marchini & Son, Inc. 401(k) Plan
Sponsored by J. Marchini & Son, Inc. · EIN 770226588 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 543
- With balances
- 138
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 |
|---|---|---|
| Bridgewater Advisory Group Llc CRD 327259 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bridgewater Advisory Group | Investment advisory (plan), Investment management | $12,945 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees | $12,325 |
| Hicks Pension Services | Accounting | $1,125 |