Meeting Street Retirement Plan
Sponsored by Meeting Street · EIN 050269232 · Plan #002
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 281
- With balances
- 482
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Serv | Recordkeeping fees | $44,565 |
| Global Retirement Partners Llc | Investment advisory (plan) | $28,125 |
| The Angell Pension Group Inc | Contract administrator | $9,717 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $9,375 |