Meriwest Credit Union Retirement Plan
Sponsored by Meriwest Credit Union · EIN 941521987 · Plan #001
- Total assets
- $80.9M
- Net assets
- $80.8M
- Active participants
- 199
- With balances
- 0
Plan year beginning 01/01/2024
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 | Investment management | $379,414 |
| John Hancock Retirement Plan Svcs | Actuarial, Recordkeeping, Float revenue | $111,917 |
| Miller, Kaplan, Arase & Co Llp | Accounting | $18,000 |