AUMdb

Royomartin Retirement Plan

Sponsored by Martco, L.L.C · EIN 720920365 · Plan #001

Total assets
$269M
Net assets
$269M
Active participants
1,275
With balances
1,536

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
Newport Group Consulting, Llc CRD 140944 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Recordkeeping, Participant loan processing, Participant communication $180,708
Newport Trust Company Trustee (institutional), Trustee (directed) $47,092
Newport Group Consulting, Llc Investment advisory (participants), Investment advisory (plan) $38,700
Payne Moore & Herrington Llp Investment advisory (plan), Accounting $18,000