AUMdb

Merieux Nutrisciences & Subsidiaries Retirement Plan

Sponsored by Merieux Nutrisciences Corporation · EIN 431848483 · Plan #001

Total assets
$102M
Net assets
$102M
Active participants
1,232
With balances
1,787

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
Creative Planning, Llc CRD 105348 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Service,Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $135,421
Creative Planning Holdco Llc Investment management, Direct payment from the plan $125,982
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $92