Melwood Horticultural Training Center Inc. Retirement Plan
Sponsored by Melwood Horticultural Training Center Inc. · EIN 520857690 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 139
- With balances
- 257
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $28,410 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan), Direct payment from the plan | $11,081 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |