MERIDIAN WEALTH
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
43
Active participants
36,360
Total plan assets
$1.5B
Filings (rows)
44
Direct comp
$1.5M
Indirect comp
$102K
Aggregating 3 name variants under "MERIDIAN WEALTH"
SERVICES PROVIDED
Advisor / Consultant41
Other2
Top plans served
Showing top 44 of 43 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GRAY TELEVISION INC. GRAY TELEVISION, INC. CAPITAL ACCUMULATION PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 8,105 | $465.6M | $7K |
| APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. THRIFT PLAN | HAZARD, KY | Advisor / Consultant INVESTMENT ADVISOR | 6,098 | $190.7M | $203K |
| APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. THRIFT PLAN | HAZARD, KY | Advisor / Consultant INVESTMENT ADVISOR | 5,919 | $159.6M | $84K |
| APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. THRIFT PLAN | HAZARD, KY | Advisor / Consultant INVESTMENT ADVISOR | 5,921 | $148.4M | $149K |
| INDEPENDENT PROFESSIONAL SERVICES, INC. INDEPENDENT PROFESSIONAL SERVICES 401(K) & PROFIT SHARING PLAN | DOYLESTOWN, PA | Other FIDUCIARY | 76 | $63.6M | $48K |
| INDEPENDENT PROFESSIONAL SERVICES, INC. INDEPENDENT PROFESSIONAL SERVICES 401(K) & PROFIT SHARING PLAN | DOYLESTOWN, PA | Other FIDUCIARY | 81 | $53.4M | $14K |
| COMMONWEALTH ANESTHESIA, PSC COMMONWEALTH ANESTHESIA, PSC 401(K) PROFIT SHARING PLAN | LEXINGTON, KY | Advisor / Consultant ADVISOR | 94 | $37.9M | $31K |
| COMMONWEALTH ANESTHESIA, PSC COMMONWEALTH ANESTHESIA, PSC 401(K) PROFIT SHARING PLAN | LEXINGTON, KY | Advisor / Consultant ADVISOR | 73 | $37.8M | $25K |
| FIRST BRECKINRIDGE BANCSHARES, INC. FIRST BRECKINRIDGE BANCSHARES, INC. RETIREMENT PLAN | IRVINGTON, KY | Advisor / Consultant INVESTMENT ADVISOR | 356 | $22.8M | $12K |
| MOUNTAIN COMPREHENSIVE HEALTH CORPORATION SECTION 403(B) RETIREMENT PLAN FOR MOUNTAIN COMPREHENSIVE HEALTH CORPORATION | WHITESBURG, KY | Advisor / Consultant ADVISOR | 605 | $21.4M | $46K |
| MARKET RESOURCE PARTNERS LLC MARKET RESOURCE PARTNERS RETIREMENT SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant RIA | 323 | $20.1M | $81K |
| MOUNTAIN COMPREHENSIVE HEALTH CORPORATION SECTION 403(B) RETIREMENT PLAN FOR MOUNTAIN COMPREHENSIVE HEALTH CORPORATION | WHITESBURG, KY | Advisor / Consultant ADVISOR | 563 | $19.1M | $38K |
| GO-HIRE EMPLOYMENT AND DEVELOPMENT INC GO-HIRE EMPLOYMENT AND DEVELOPMENT, INC. 401(K) PLAN | HAZARD, KY | Advisor / Consultant INVESTMENT ADVISORY - PLN | 810 | $17.2M | $74K |
| MARKET RESOURCE PARTNERS LLC MARKET RESOURCE PARTNERS RETIREMENT SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant RIA | 332 | $16.4M | $74K |
| DIGITAL MEDIA SOLUTIONS, LLC DIGITAL MEDIA SOLUTIONS 401(K) RETIREMENT PLAN | TAMPA, FL | Advisor / Consultant RIA | 209 | $16.2M | $0 |
| MOUNTAIN COMPREHENSIVE HEALTH CORPORATION SECTION 403(B) RETIREMENT PLAN FOR MOUNTAIN COMPREHENSIVE HEALTH CORPORATION | WHITESBURG, KY | Advisor / Consultant ADVISOR | 529 | $15.8M | $36K |
| DIGITAL MEDIA SOLUTIONS, LLC DIGITAL MEDIA SOLUTIONS, LLC 401(K) RETIREMENT PLAN | CLEARWATER, FL | Advisor / Consultant RIA | 277 | $14.4M | $0 |
| GO-HIRE EMPLOYMENT AND DEVELOPMENT INC GO-HIRE EMPLOYMENT AND DEVELOPMENT, INC. 401(K) PLAN | HAZARD, KY | Advisor / Consultant INVESTMENT ADVISORY - PLN | 829 | $14.1M | $65K |
| DIGITAL MEDIA SOLUTIONS, LLC DIGITAL MEDIA SOLUTIONS, LLC 401(K) RETIREMENT PLAN | CLEARWATER, FL | Advisor / Consultant RIA | 395 | $12.1M | $0 |
| MARKET RESOURCE PARTNERS LLC MARKET RESOURCE PARTNERS RETIREMENT SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant RIA | 92 | $12.1M | $79K |
| CARLSON, BRIGANCE & DOERING, INC. CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISORY - PLA | 110 | $11.1M | $25K |
| GO-HIRE EMPLOYMENT AND DEVELOPMENT INC GO-HIRE EMPLOYMENT AND DEVELOPMENT, INC. 401(K) PLAN | HAZARD, KY | Advisor / Consultant INVESTMENT ADVISORY - PLN | 878 | $11.1M | $68K |
| CARLSON, BRIGANCE & DOERING, INC. CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISORY - PLA | 116 | $9.5M | $20K |
| CARLSON, BRIGANCE & DOERING, INC. CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISORY | 110 | $7.7M | $19K |
| RGV ADULT & INTERNAL MEDICINE SPECIALISTS, PA RGV ADULT & INTERNAL MEDICINE SPECIALISTS, PA 401(K) PROFIT SHARING PLAN | WESLACO, TX | Advisor / Consultant INVESTMENT ADVISOR | 80 | $7.0M | $0 |
| ITAC ALABAMA, LLC ITAC ALABAMA EMPLOYEE RETIREMENT PLAN | LUVERNE, AL | Advisor / Consultant INVESTMENT ADVISOR | 312 | $6.0M | $21K |
| ITAC ALABAMA, LLC ITAC ALABAMA EMPLOYEE RETIREMENT PLAN | LUVERNE, AL | Advisor / Consultant INVESTMENT ADVISOR | 335 | $5.5M | $19K |
| STEPWORKS RECOVERY CENTERS, LLC STEPWORKS 401(K) PLAN | ELIZABETHTOWN, KY | Advisor / Consultant INVESTMENT ADVISOR | 122 | $5.4M | $6K |
| STEPWORKS RECOVERY CENTERS, LLC STEPWORKS 401(K) PLAN | ELIZABETHTOWN, KY | Advisor / Consultant INVESTMENT ADVISORY | 122 | $5.4M | $5K |
| EXCEPTIONAL CARE FOR CHILDREN, INC. EXCEPTIONAL CARE FOR CHILDREN 403(B) PLAN | NEWARK, DE | Advisor / Consultant INVESTMENT ADVISOR | 178 | $4.8M | $8K |
| SMART ALABAMA, LLC SMART ALABAMA EMPLOYEE RETIREMENT PLAN | LUVERNE, AL | Advisor / Consultant INVESTMENT ADVISOR | 346 | $4.7M | $7K |
| COLLABORATIVE SUPPORT PROGRAMS OF NEW JERSEY, INC. COLLABORATIVE SUPPORT PROGRAMS 401(K) PROFIT SHARING PLAN & TRUST | FREEHOLD, NJ | Advisor / Consultant INVESTMENT ADVISOR | 343 | $4.6M | $22K |
| COLLABORATIVE SUPPORT PROGRAMS OF NEW JERSEY, INC. COLLABORATIVE SUPPORT PROGRAMS 401(K) PROFIT SHARING PLAN & TRUST | FREEHOLD, NJ | Advisor / Consultant INVESTMENT ADVISORY | 275 | $4.6M | $23K |
| COLLABORATIVE SUPPORT PROGRAMS OF NEW JERSEY, INC. COLLABORATIVE SUPPORT PROGRAMS 401(K) PROFIT SHARING PLAN & TRUST | FREEHOLD, NJ | Advisor / Consultant INVESTMENT ADVISOR | 302 | $4.5M | $21K |
| STEPWORKS RECOVERY CENTERS, LLC STEPWORKS 401(K) PLAN | ELIZABETHTOWN, KY | Advisor / Consultant INVESTMENT ADVISOR | 103 | $4.4M | $25K |
| PAUL MILLER FORD, INC. PAUL MILLER FORD AND ASSOCIATES RETIREMENT & SAVINGS PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT ADVISORY | 120 | $4.2M | $19K |
| PAUL MILLER FORD, INC. PAUL MILLER FORD AND ASSOCIATES RETIREMENT & SAVINGS PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT ADVISORY | 125 | $3.9M | $18K |
| QUANTRELL CADILLAC INC THE QUANTRELL COMPANIES PROFIT SHARING AND THRIFT PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT ADVISOR | 121 | $3.8M | $23K |
| QUANTRELL CADILLAC INC THE QUANTRELL COMPANIES PROFIT SHARING AND THRIFT PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT ADVISOR | 126 | $3.6M | $23K |
| PAUL MILLER FORD, INC. PAUL MILLER FORD AND ASSOCIATES RETIREMENT & SAVINGS PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT ADVISORY | 140 | $3.3M | $17K |
| STEPWORKS RECOVERY CENTERS, LLC STEPWORKS 401(K) PLAN | ELIZABETHTOWN, KY | Advisor / Consultant INVESTMENT ADVISOR | 82 | $3.2M | $22K |
| GST TRANSPORT CORP. GST TRANSPORT CORP. RETIREMENT SAVINGS PLAN | SOUTHAMPTON, NJ | Advisor / Consultant RIA | 247 | $3.1M | $12K |
| WOLFINGTON BODY COMPANY, INC. WOLFINGTON BODY COMPANY, INC. 401(K) SAVINGS PLAN | EXTON, PA | Advisor / Consultant INVESTMENT ADVISOR | 102 | $1.9M | $6K |
| RGV ADULT & INTERNAL MEDICINE SPECIALISTS, PA RGV ADULT & INTERNAL MEDICINE SPECIALISTS, PA 401(K) PROFIT SHARING PLAN | WESLACO, TX | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $0 |