Paul Miller Ford And Associates Retirement & Savings Plan
Sponsored by Paul Miller Ford, Inc. · EIN 610481346 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 120
- With balances
- 111
Plan year beginning 06/30/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meridian Wealth Management, Llc CRD 285853 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meridian Wealth Management, Llc | Investment advisory (plan) | $19,463 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,285 |
| Mcgregor & Associates, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $595 |