Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Meketa Investment Group
Meketa Investment Group
- Service provider, as named on Schedule C
- EIN 042659023
- Plan year 2024
- Direct compensation reported $1,047,543
Assets of those plans
$65,813,430,623
0.85% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,047,543
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 50 | Direct payment from the plan | 6 |
| 51 | Investment management fees paid directly by plan | 6 |
| 17 | Consulting (pension) | 2 |
| 28 | Investment management | 1 |
| 56 | Non-monetary compensation | 1 |
| 72 | Other investment fees and expenses | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Walmart 401(k) Plan | Walmart | $50,790,179,678 | 1,161,254 | $266,162 |
| Mckinsey & Company, Inc. (PSRP) Profit Sharing Retirement Plan | Mckinsey | $9,823,670,556 | 34,826 | $187,367 |
| I.A.T.S.E. Annuity Fund | Board of Trustees I.A.T.S.E. Annuity Fund | $1,425,167,499 | 100,475 | $67,264 |
| Annuity Fund of Local No. One, I. A. T. S. E. | Board of Trustees Annuity Fund of Local No. One I.A.T.S.E. | $1,183,077,903 | 11,366 | $18,750 |
| Plumbers Local Union No. 1 Employee 401(k) Savings Plan | Plumbers Local Union No. 1 Employee 401(k) Savings Plan | $961,283,743 | 4,786 | $40,000 |
| Sheet Metal Local 10 Supplemental Retirement Fund | Trustees of Sheet Metal Local 10 Supplemental Retirement Fund | $572,549,668 | 4,801 | $105,000 |
| Communications Workers of America Savings and Retirement Trust | Board of Trustees of the Communications Workers of America | $453,312,141 | 10,633 | $75,000 |
| UA Local 125 Retirement Savings Plan | Board of Trustees UA Local 125 Retirement Savings Plan | $164,445,329 | 1,287 | $77,500 |
| IBEW Local Union No. 9 and Line Clearance Contract 401(k) Retirement Fund | Trustees of IBEW Local Union No. 9 and Line Clearance Contractors 401( | $142,940,844 | 2,003 | $71,000 |
| Pension Plan for the Local Union No. 131 International Brotherhood of Electrical WRKRS | Board of Trustees of the Pen. Plan for the Local Union No. 131 IBEW | $111,601,046 | 1,017 | $68,500 |
| Profit Sharing & 401(k) Retirement Plan Local 567 | Board Directors of Profit Sharing & 401(k) Retirement Plan Local 567 | $72,509,072 | 538 | $45,000 |
| Fitch Even Tabin & Flannery Retirement Plan | Fitch Even Tabin & Flannery | $58,594,090 | 131 | $21,000 |
| Hospitality Industry 401(k) Plan | Board of Trustees Hospitality Industry 401(k) Plan | $54,099,054 | 5,901 | $5,000 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.