Mersino Management Company Cash Balance Plan
Sponsored by Mersino Management Company · EIN 264169443 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Greystone Financial Group, Llc CRD 306595 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tycor Benefit Administrators, Inc | Actuarial, Recordkeeping, Direct payment from the plan | $0 |
| Greystone Financial Group, Llc | Investment advisory (plan), Investment management fees (direct), Direct payment from the plan | $0 |