Merlone Geier Management, Llc 401(k) Plan
Sponsored by Merlone Geier Management, Llc · EIN 943285977 · Plan #001
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 80
- With balances
- 124
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 |
|---|---|---|
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $34 |