AUMdb

Meritage Hospitality Group 401(k)

Sponsored by Meritage Hospitality Group · EIN 382730460 · Plan #001

Total assets
$7.0M
Net assets
$6.9M
Active participants
10,966
With balances
1,168

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
Principal Securities, Inc. CRD 1137 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $79,830
Principal Securities Inc Investment advisory (plan), Other fees $0