Meruelo Group 401(k) Plan And Trust
Sponsored by Meruelo Group Llc · EIN 901017707 · Plan #001 · Downey, CA
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 3,458
- With balances
- 3,988
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $118,376 |
| Marilyn Ryding | Other fees | $64,000 |
| Baker Tilly Us Llp | Accounting | $22,000 |
| The Retirement Company Inc Dba The | Consulting (general) | $11,500 |
| Empower Advisory Group, Llc | Investment management | $7,985 |
| Alliant Insurance Services Inc | Other fees | $494 |
| Capital Synergy Partners | Other commissions | $0 |