William B. Meyer Incorporated Retirement And 401(k) Plan
Sponsored by William B. Meyer, Inc. · EIN 060619172 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 167
- With balances
- 222
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilmington Trust National Assoc | Investment advisory (plan) | $11,056 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,548 |
| Lpl Financial Llc | Other commissions | $0 |