AUMdb

Marinosci Law Group P.C. 401(k) Profit Sharing Plan And Trust

Sponsored by Marinosci Law Group, Pc · EIN 050518463 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
96
With balances
226

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $26,323
Capital Wealth Management, Llc Recordkeeping, Trustee (institutional), Other services $20,360
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0