Merjent Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Merjent Inc. · EIN 201467428 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 270
- With balances
- 266
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Participant communication | $54,195 |
| Nwps | Contract administrator, Recordkeeping, Participant communication | $22,372 |
| Matrix Trust Company | Investment advisory (participants), Investment advisory (plan), Participant communication | $8,178 |