Marklund Employee Retirement Savings Plan
Sponsored by Marklund · EIN 362652532 · Plan #005
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 566
- With balances
- 611
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trust Company Of Illinois | Participant loan processing, Recordkeeping fees | $68,998 |
| Cerity Partners | Investment advisory (plan), Investment management fees (direct) | $41,547 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $37 |