Meyers Nave 401(k)/Profit Sharing Plan 001
Sponsored by Meyers Nave, A Professional Corporation · EIN 943050358 · Plan #001
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 75
- With balances
- 105
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 |
|---|---|---|
| Burton Enright Welch CRD 118376 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Burton Enright Welch | Investment advisory (participants), Investment advisory (plan) | $33,966 |
| Newport Group, Inc. | Contract administrator, Direct payment from the plan, Recordkeeping | $11,651 |
| Newport Trust Company | Trustee (institutional) | $7,567 |