Marian, Inc. Employees 401(k) And Profit Sharing Plan
Sponsored by Marian, Inc. · EIN 900715685 · Plan #001
- Total assets
- $51.6M
- Net assets
- $51.6M
- Active participants
- 290
- With balances
- 339
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ksm Business Services Inc | Other fees | $22,500 |
| Shepherd Financial Investment Advis | Investment advisory (plan) | $21,320 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $2,123 |