AUMdb

Meridian Public Charter School 401(k) Plan

Sponsored by Meridian Public Charter School · EIN 522131742 · Plan #001

Total assets
$5.0M
Net assets
$5.0M
Active participants
112
With balances
130

Plan year beginning 07/01/2024 · 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
Global Retirement Partners Recordkeeping, Trustee (institutional), Other services $16,795
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $9,325
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0