Merz North America 401(k) Plan
Sponsored by Merz, Incorporated · EIN 561540459 · Plan #003
- Total assets
- $237M
- Net assets
- $237M
- Active participants
- 1,167
- With balances
- 1,652
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $115,825 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $26,748 |