Merchant & Gould P.C. 401(k) Retirement Savings And Profit Sharing Plan
Sponsored by Merchant & Gould P.C. · EIN 410991388 · Plan #002
- Total assets
- $142M
- Net assets
- $142M
- Active participants
- 234
- With balances
- 374
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $57,145 |
| Cliftonlarsonallen | Investment advisory (participants), Direct payment from the plan | $14,582 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,112 |