The Merchants National Bank Profit Sharing And 401(k) Savings Plan
Sponsored by The Merchants National Bank · EIN 310373340 · Plan #002
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 154
- With balances
- 193
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Retirement Systems, Inc. | Contract administrator | $10,228 |
| Empower Advisory Group, Llc | Investment management | $4,457 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $2,556 |