Form 5500 Search

MERITRUST WEALTH MANAGEMENT

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
3
Active participants
1,004
Total plan assets
$183.2M
Filings (rows)
3
Direct comp
$24K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
FIRST UROLOGY P.S.C.
FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN
JEFFERSONVILLE, IN
Other
NONE
332$63.5M$9K
FIRST UROLOGY P.S.C.
FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN
JEFFERSONVILLE, IN
Other
NONE
317$62.2M$8K
FIRST UROLOGY P.S.C.
FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN
JEFFERSONVILLE, IN
Other
NONE
355$57.5M$7K