Merakey 403(b) Plan
Sponsored by Merakey Usa · EIN 232175924 · Plan #001
- Total assets
- $155M
- Net assets
- $155M
- Active participants
- 5,501
- With balances
- 3,395
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $476,983 |
| Lock & Welsh Pc | Accounting | $38,000 |
| Cornerstone Advisors Asset Manageme | Investment advisory (plan) | $36,948 |
| Nfp Corporate Services (Pa), Inc. | Contract administrator | $32,175 |
| Empower Advisory Group, Llc | Investment management | $8,721 |