Battlefield Retirement Plan
Sponsored by Neal Merchant Enterprises, Inc. · EIN 541619996 · Plan #002
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 123
- With balances
- 151
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 |
|---|---|---|
| Jackson Avenue, Llc CRD 158854 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jackson Avenue, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $26,145 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $17,334 |
| Mid Atlantic Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $4,016 |