Mea Retirement Savings Plan
Sponsored by Midatlantic Employers Association · EIN 230837700 · Plan #333
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 289
- With balances
- 243
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $49,221 |
| Midatlantic Employers Association | Claims processing, Recordkeeping, Participant loan processing | $40,118 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $25,305 |