AUMdb

Martel Construction 401(k) Plan

Sponsored by Martel Construction, Inc. · EIN 810302458 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
191
With balances
312

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $31,204
Lpl Financial Investment advisory (plan) $21,259
Sannah M Brandt Llc Dba Contract administrator $12,367
Empower Advisory Group, Llc Investment management $3,697