Marshall Electronics, Inc. 401(k) Profit Sharing Plan
Sponsored by Marshall Electronics, Inc. · EIN 953563611 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 66
- With balances
- 106
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Corporation | Investment advisory (plan) | $23,574 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $16,503 |
| Fiduciary Outsourcing, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,812 |