Mericle 401(k) Profit Sharing Plan
Sponsored by Mericle Construction, Inc. · EIN 232522306 · Plan #001
- Total assets
- $46.2M
- Net assets
- $46.2M
- Active participants
- 328
- With balances
- 391
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 |
|---|---|---|
| Jacobi Capital Management, Llc CRD 147663 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jacobi Capital Managment Llc | Investment advisory (participants) | $55,265 |
| The Paragon Alliance Group Llc | Plan administrator, Recordkeeping | $5,210 |
| John Hancock Life Insurance Co | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $2,612 |