AUMdb

Meridian International Center Defined Contribution Retirement Plan

Sponsored by Meridian International Center · EIN 530259663 · Plan #001 · Washington, DC

Total assets
$38.2M
Net assets
$38.2M
Active participants
141
With balances
376

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Retirement Planology, Inc. CRD 171302 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Retirement Planology, Inc. Investment advisory (plan) $31,758
Tiaa Recordkeeping $25,411