Meriwest Credit Union 401 K Plan
Sponsored by Meriwest Credit Union · EIN 941521987 · Plan #002
- Total assets
- $37.5M
- Net assets
- $37.5M
- Active participants
- 221
- With balances
- 339
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $70,392 |
| Morgan Stanley | Investment advisory (plan), Distribution (12b-1) fees, Other fees | $60,611 |