AUMdb

Meridian Behavioral Healthcare, Inc. 403(b) Plan

Sponsored by Meridian Behavioral Healthcare, Inc. · EIN 591906214 · Plan #002

Total assets
$12.1M
Net assets
$12.1M
Active participants
658
With balances
788

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $48,826
Sageview Advisory Group, Llc Investment advisory (plan) $20,062
Sageview Advisory Group, Llc Investment management $17,638