AUMdb

Meridian Industries, Inc. Retirement Plan

Sponsored by Meridian Industries, Inc. · EIN 390732985 · Plan #005

Total assets
$82.7M
Net assets
$82.7M
Active participants
1,041
With balances
1,319

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
Cerity Partners Llc CRD 151559 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $129,698
Cerity Partners Investment advisory (plan), Direct payment from the plan $36,000
Wipfli Llp Accounting, Direct payment from the plan $13,125