Meriton, Llc 401(k) Profit Sharing Plan
Sponsored by Meriton, Llc · EIN 833801275 · Plan #001
- Total assets
- $168M
- Net assets
- $168M
- Active participants
- 1,519
- With balances
- 1,581
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 |
|---|---|---|
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $116,990 |
| Woodbury Financial Services Inc | Investment advisory (plan) | $78,513 |
| Osaic Wealth Inc | Investment advisory (plan) | $38,981 |