Melissa & Doug, Llc 401(k) Profit Sharing Plan
Sponsored by Melissa & Doug, Llc · EIN 260633336 · Plan #001 · Wilton, CT
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 306
- With balances
- 412
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smit | Investment management | $70,092 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $5,329 |