Meritum Energy Gp, Llc 401(k) Plan
Sponsored by Meritum Energy Gp, Llc · EIN 473186665 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 245
- With balances
- 353
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 |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $33,329 |
| Merrill Lynch | Investment advisory (participants), Direct payment from the plan | $18,652 |
| Loren D. Stark Company, Inc. | Other services, Direct payment from the plan | $11,265 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,991 |