AUMdb

Martignetti Companies, Llc 401(k) Plan

Sponsored by Martignetti Companies, Llc · EIN 464033150 · Plan #002

Total assets
$241M
Net assets
$241M
Active participants
1,163
With balances
1,160

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $158,514
Empower Annuity Insurance Company O Recordkeeping fees, Direct payment from the plan, Participant loan processing $156,069
Empower Advisory Group, Llc Investment management $9,192