Carlson, Brigance & Doering, Inc. Retirement Plan
Sponsored by Carlson, Brigance & Doering, Inc. · EIN 742434469 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 110
- With balances
- 152
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 |
|---|---|---|
| Meridian Wealth Advisors, Llc CRD 282609 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,706 |
| Meridian Wealth Advisors Llc | Investment advisory (plan) | $24,990 |