Merative Us L.P. 401(k) Retirement Plan
Sponsored by Merative Us L.P. · EIN 881430661 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 1,244
- With balances
- 1,567
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $25,544 |
| Usi Advisors | Consulting (general) | $25,293 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $14,840 |
| Moss Adams | Accounting | $11,629 |