AUMdb

C.R. Meyer And Sons Company Employees Profit Sharing And Retirement Savings Plan

Sponsored by C.R. Meyer And Sons Company · EIN 390467980 · Plan #001

Total assets
$58.1M
Net assets
$58.1M
Active participants
265
With balances
278

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
Oneamerica Retirement Services, Llc Recordkeeping, Copying and duplicating, Participant communication $49,611
Oneamerica Investment Advisory Investment advisory (participants), Direct payment from the plan $16,082
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0