Merrill Technologies Group Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Merrill Technologies Group Inc · EIN 382124511 · Plan #002
- Total assets
- $46.2M
- Net assets
- $46.2M
- Active participants
- 428
- With balances
- 519
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M Holdings Securities, Inc. | Investment advisory (participants) | $62,186 |
| Paychex, Inc. | Recordkeeping | $30,423 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $8,405 |