AUMdb

Meyer Manufacturing Corporation 401(k) Profit Sharing Plan & Trust

Sponsored by Meyer Manufacturing Corporation · EIN 391025530 · Plan #001

Total assets
$21.8M
Net assets
$21.8M
Active participants
140
With balances
174

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
Creative Planning, Llc CRD 105348 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Holdco, Llc Investment advisory (participants), Investment advisory (plan) $51,619
Wipfli, Llp Recordkeeping, Participant communication, Direct payment from the plan $38,735