Merrick & Company 401(k) And Esop
Sponsored by Merrick & Company · EIN 840499702 · Plan #004
- Total assets
- $208M
- Net assets
- $208M
- Active participants
- 996
- With balances
- 1,469
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $209,589 |
| Cook Street Consulting | Investment advisory (plan), Direct payment from the plan | $34,250 |
| Prairie Capital Advisors | Valuation, Direct payment from the plan | $29,469 |
| Plante & Moran, Ppl | Accounting, Direct payment from the plan | $25,000 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $11,759 |
| Charles Schwabtrust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |