Meriter Health Services Employee Retirement Plan
Sponsored by Meriter Health Services, Inc. · EIN 391412318 · Plan #002
- Total assets
- $192M
- Net assets
- $192M
- Active participants
- 930
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Leeward Investments, Llc CRD 312557 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lg Invest Mgmt America Inc | Investment advisory (plan), Investment management fees (direct) | $961,523 |
| Fid Mgmt Trust Co | Consulting (pension), Direct payment from the plan | $343,698 |
| Mercer | Investment advisory (plan), Investment management fees (direct) | $166,407 |
| Us Bank Trust | Trustee (institutional), Direct payment from the plan | $130,653 |
| Pershing Llc | Consulting (pension), Direct payment from the plan | $9,755 |
| Leeward Investments Llc | Investment advisory (plan), Investment management fees (direct) | $9,506 |