Metrea Llc 401(k) Plan
Sponsored by Metrea Management Llc · EIN 823915646 · Plan #001
- Total assets
- $56.7M
- Net assets
- $56.7M
- Active participants
- 743
- With balances
- 1,045
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment management, Shareholder servicing fees | $77,258 |
| Nationwide | Investment management, Shareholder servicing fees | $60,742 |
| Brinker Capital Investments | Investment advisory (participants) | $27,721 |
| Leafhouse Financial Advisors, Llc | Investment management, Shareholder servicing fees | $10,599 |
| Nationwide | Investment management, Shareholder servicing fees | $4,322 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $1,830 |
| Nationwide | Investment advisory (participants) | $0 |