AUMdb

Marginedge 401(k) Plan

Sponsored by Marginedge Co · EIN 473665792 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
239
With balances
317

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
Guideline, Inc. Plan administrator, Recordkeeping, Consulting (general) $8,557
Benefit Trust Company Custodial (other), Custodial (securities) $0