Sponsor portfolio
MERIDIAN WEALTH MANAGEMENT, LLC
EIN 27-0846572investment managementLatest filing 2024
Plans
1
Retirement
1
$638K assets
Welfare
0
Participants
23
250 WEST MAIN STREET, STE 3150 - LEXINGTON, KY 40507859-543-4516meridianwealthllc.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERIDIAN WEALTH MANAGEMENT 401(K) PLAN | 401k | $638K | 23 | 2024 |
Retirement plans
Welfare plans