AUMdb

The Merion Cricket Club 401(k) Plan.

Sponsored by The Merion Cricket Club · EIN 230868340 · Plan #002

Total assets
$11.8M
Net assets
$11.8M
Active participants
190
With balances
225

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $27,307
Commonwealth Financial Network Investment advisory (plan), Other fees $0