Meridian Services Group, Llc 401(k) Plan
Sponsored by Meridian Services Group, Llc · EIN 842556709 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 167
- With balances
- 174
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 |
|---|---|---|
| Element Wealth, Llc CRD 114968 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Element Wealth Llc | Investment advisory (plan) | $11,351 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $2,810 |