AUMdb

R.D. Merrill Companies 401(k) Plan

Sponsored by Merrill Gardens, Llc · EIN 911738695 · Plan #001

Total assets
$50.4M
Net assets
$50.4M
Active participants
2,857
With balances
1,261

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
John Hancock Retirement Plan Servic Recordkeeping, Participant loan processing, Float revenue $190,702
Gallagher Benefit Services Recordkeeping, Trustee (institutional), Other services $80,436