Merchants Financial Group, Inc. 401(k) Savings Plan
Sponsored by Merchants Financial Group, Inc. · EIN 411504721 · Plan #002
- Total assets
- $64.9M
- Net assets
- $64.8M
- Active participants
- 419
- With balances
- 593
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merchants Bank National Association | Trustee (institutional) | $2,507 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |