401k Record

Providers › The Mandmarblestone Group LLC

The Mandmarblestone Group LLC

Plans listing this provider

17

0.03% of the 56,420 plans with Schedule H financials; 17 in 2023

Assets of those plans

$578,253,299

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

2

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$328,358

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
13Contract administrator11
29Legal2
15Recordkeeping and information management2
27Investment advisory (plan)1
16Consulting (general)1
19Custodial (securities)1
26Investment advisory (participants)1
31Named fiduciary1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing PlanCenters for Advanced Orthopaedics $196,138,4862,595$95,149
Orthopedic Centers of Colorado, LLC 401(k) Profit Sharing PlanOrthopedic Centers of Colorado $80,925,390713$32,650
The Employees of Alto-shaam Retirement PlanAlto-shaam $48,133,644655$51,060
Kay Management Company, Inc. Profit Sharing PlanKay Management $35,077,397715$25,467
Maron Marvel Bradley Anderson & Tardy LLC 401(k) Profit Sharing PlanMaron Marvel Bradley Anderson & Tardy $34,173,374314$11,780
Frontier Dermatology 401(k) Profit Sharing PlanSilver Falls MSO $28,618,292457$23,871
Jaeger Lumber & Supply Company, Inc. 401k Profit Sharing PlanJaeger Lumber & Supply $23,385,200178$30,455
Butcherbox 401(k) PlanButcherbox Opco $22,481,796262$2,275
DID Agency Group, LLC 401(k) Profit Sharing PlanDID Agency Group $17,918,161291$4,025
Pinnacle Physicians, P.C. 401(k) Profit Sharing PlanPinnacle Physicians $17,023,395130$1,350
The Centers for Advanced ENT Care, LLC 401(k) Profit Sharing PlanCenters for Advanced ENT Care $16,800,962233$21,717
Equisoft Inc. 401(k) Profit Sharing PlanEquisoft $16,105,739165$3,125
Preferred Companies 401(k) Retirement PlanPreferred Proppants $11,341,951212$9,588
Hultafors Group North America 401(k) PlanHultafors Group US Holdco $9,998,691116$8,611
Havpak, Inc. 401(k) PlanrecordkeeperHavpak $7,674,601296$1,510
Gen3 Marketing, LLC 401(k) PlanrecordkeeperGen3 Marketing $7,093,979159$4,475
Citizens Disability 401(k) PlanCitizens Disability $5,362,241121$1,250

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.