AUMdb

Marathon Health, Llc. 401(k) Plan

Sponsored by Marathon Health, Llc. · EIN 260103977 · Plan #001

Total assets
$81.1M
Net assets
$81.1M
Active participants
1,516
With balances
1,795

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Dodge & Cox CRD 104596 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
T. Rowe Price Rps, Inc. Recordkeeping, Trustee (institutional), Trustee (directed) $263,639
Dodge & Cox Recordkeeping, Trustee (institutional), Trustee (directed) $0
Jp Morgan Investment management, Shareholder servicing fees $0
Columbia Investment management, Shareholder servicing fees $0
Am Beacon Investment management, Shareholder servicing fees $0
Pimco Investment management, Shareholder servicing fees $0
Mfs Investment management, Shareholder servicing fees $0
Schwab Investment management, Shareholder servicing fees $0
Fidelity Investment management, Shareholder servicing fees $0