Merlo Construction Company, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Merlo Construction Company, Inc. · EIN 382987899 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 144
- With balances
- 134
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $7,129 |
| Mbc Retirement Services Inc. | Other fees | $7,125 |
| Voya Retirement Insurance And Annui | Recordkeeping fees | $0 |