AUMdb

Mervin Manufacturing 401(k) Plan

Sponsored by Mervin Manufacturing · EIN 330461211 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
115
With balances
360

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $15,911
Rbc Capital Markets Llc Investment advisory (plan), Consulting (general), Insurance services $12,643