Senior Services Retirement Plan
Sponsored by Meritan, Inc. · EIN 620674655 · Plan #001 · Memphis, TN
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 8
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Diversified Trust Company | Trustee (institutional) | $76,861 |
| Penchecks Trust | Recordkeeping | $10,296 |
| Earnest Partners | Insurance agents and brokers | $8,677 |