Merlino Companies Profit Sharing 401(k) Plan
Sponsored by Gary Merlino Construction Company, Inc. · EIN 911296882 · Plan #009
- Total assets
- $42.6M
- Net assets
- $42.6M
- Active participants
- 395
- With balances
- 258
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan) | $47,500 |
| Northwest Plan Services | Recordkeeping, Consulting (pension), Direct payment from the plan | $32,262 |