Meritage Healthcare, Llc 401 K Profit Sharing Plan
Sponsored by Meritage Healthcare, Llc · EIN 770547036 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 282
- With balances
- 148
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $21,897 |
| Ameriprise Financial | Investment advisory (plan), Direct payment from the plan | $21,377 |