Merit Brass Co. 401 K Profit Sharing Plan & Trust
Sponsored by Merit Brass Co. · EIN 340871314 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 207
- With balances
- 215
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $89,101 |
| Erisa Services, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $20,215 |
| Lpl Financial | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |