MERIDIAN TRUST & INVESTMENT COMPANY
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2247 of mapped providers
Assets under administration$234M0.0%Market share · rank #6073
Fees received$1MMedian $92,539/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MERIDIAN TRUST & INVESTMENT COMPANY plan look like?
Service mix · median fees per plan
Count of plans where MERIDIAN TRUST & INVESTMENT COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant loan processing; Trustee (bank, trust company, or similar financial institution); Plan Administrator; Investment advisory (participants); Accounting (including auditing); Claims processing; Trustee (discretionary); Direct payment from the plan; Participant communication; Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Copying and duplicating; Investment advisory (plan); Contract AdministratorCode 10 | 4 | $108,552 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $14,594 |
Competitor overlap
Percent of MERIDIAN TRUST & INVESTMENT COMPANY's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MERIDIAN TRUST & INVESTMENT COMPANY.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under MERIDIAN TRUST & INVESTMENT COMPANY; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MEDICAL ANESTHESIA GROUP, P.A.TN · 620815135-001 | $111M | 151 | $820,878 | 10y | - |
NEWSTAT, PLLCTN · 814704105-001 | $82M | 258 | $14,594 | 2y | - |
THE EYE CENTER OF OAK RIDGE, P.C.TN · 621602224-002 | $19M | 122 | $124,565 | 3y | 1 |
LHP MANAGEMENT, LLCTN · 201674264-001 | $13M | 240 | $92,539 | 10y | - |
WALLACE HARDWARE COMPANY, INC.TN · 620408190-001 | $9M | 206 | $71,484 | 10y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into MERIDIAN TRUST & INVESTMENT COMPANY.
- MERIDIAN TRUST
- MERIDIAN TRUST & INVESTMENT CO
- MERIDIAN TRUST & INVESTMENT COMPANY
- MERIDIAN TRUST AND INVESTMENT CO
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MERIDIAN TRUST & INVESTMENT COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MERIDIAN TRUST & INVESTMENT COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent