Meagher & Geer P.L.L.P. Profit Sharing Plan And Trust
Sponsored by Meagher & Geer, P.L.L.P. · EIN 410726610 · Plan #003
- Total assets
- $50.9M
- Net assets
- $50.9M
- Active participants
- 130
- With balances
- 200
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 |
|---|---|---|
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
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 | $46,915 |
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $7,634 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $125 |