Meridian Title Corporation Employee's Savings And Profit Sharing Plan
Sponsored by Meridian Title Company, Llc Dba Meridian Title Corporation · EIN 350134643 · Plan #002
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 202
- With balances
- 247
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 |
|---|---|---|
| Whalerock Point Partners, Llc CRD 140781 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Whalerock Point Partners Llc | Investment advisory (plan) | $50,371 |
| Transamerica Retirement Solutions | Recordkeeping, Float revenue, Participant loan processing | $28,892 |
| Mcgladrey Llp | Accounting | $18,480 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $7,680 |
| Pentegra Services Inc | Contract administrator | $1,416 |
| Empower Advisory Group, Llc | Investment management | $323 |