AUMdb

Myers Industries, Inc. Profit Sharing And 401(k) Plan

Sponsored by Myers Industries, Inc. · EIN 340778636 · Plan #001

Total assets
$141M
Net assets
$141M
Active participants
1,960
With balances
2,392

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
Clearstead Advisors, Llc CRD 105674 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $262,112
Clearstead Advisors,Llc Investment advisory (plan), Investment management, Direct payment from the plan $9,972
Meaden And Moore Accounting, Other services, Direct payment from the plan $5,000
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0