AUMdb

Market Resource Partners Retirement Savings Plan

Sponsored by Market Resource Partners Llc · EIN 450474173 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
92
With balances
237

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
Meridian Wealth Partners, Llc CRD 287768 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Meridian Wealth Partners Llc Investment advisory (participants) $78,632
John Hancock Usa Recordkeeping, Investment management, Shareholder servicing fees $0