Merit Medical Systems, Inc. 401(k) Profit Sharing Plan
Sponsored by Merit Medical Systems, Inc. · EIN 870447695 · Plan #001
- Total assets
- $217M
- Net assets
- $217M
- Active participants
- 3,324
- With balances
- 2,251
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors, Inc. | Investment advisory (plan) | $139,426 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $57,723 |
| Capfinancial Partners, Llc | Consulting (general) | $30,000 |