AUMdb

Meridian Senior Living Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Meridian Senior Living Llc · EIN 810999607 · Plan #001

Total assets
$5.0M
Net assets
$5.0M
Active participants
1,950
With balances
335

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Investment management fees (indirect), Float revenue, Recordkeeping fees $56,101
Paychex, Inc. Contract administrator, Recordkeeping $52,699
Usi Securities Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0