Marco Technologies, Llc 401(k) Plan
Sponsored by Marco, Inc. · EIN 410991721 · Plan #001
- Total assets
- $151M
- Net assets
- $151M
- Active participants
- 1,273
- With balances
- 1,833
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 |
|---|---|---|
| Leges Wealth Management Llc CRD 339110 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $121,082 |
| Ledge Wealth Management Inc | Investment advisory (plan) | $54,599 |