AUMdb

Meadowlark Hills Employees Savings Trust

Sponsored by Manhattan Retirement Foundation, In · EIN 480830076 · Plan #002

Total assets
$7.5M
Net assets
$7.5M
Active participants
335
With balances
115

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services Recordkeeping, Participant loan processing, Participant communication $18,707
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Direct payment from the plan $17,329
Matrix Trust Company Custodial (other), Custodial (securities), Trustee (institutional) $0