Melmark, Inc. Supplemental Retirement Annuity Plan
Sponsored by Melmark, Inc. · EIN 236399542 · Plan #002
- Total assets
- $41.1M
- Net assets
- $41.1M
- Active participants
- 821
- With balances
- 1,105
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 |
|---|---|---|
| Concord Advisory Group Ltd CRD 107291 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annui | Recordkeeping | $24,724 |
| Cbiz Retirement Plan Services | Recordkeeping | $16,748 |
| The Concord Advisory Group, Ltd | Investment advisory (participants) | $10,000 |
| Bdo Usa P.C. | Accounting | $9,165 |