MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: 1 BATTERY PARK, 26TH FLOOR,NEW YORK,NY
  • Contact person: YOSSI JACOBOWITZ
  • Phone: (212) 972-3600

Plan General Information

MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN is $19,652,602.00.This plan was established in 2005.

MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN is 459

MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN is $42,816.00

MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN is $3,609.00.

MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN is 17.87%.

MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN is 18.20%. This measures the effectiveness of the plan participants' investments in the year.

MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN is 0.02%.

Enrollment Features

MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

Recent Articles

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Get Started

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Click for tips and plans for income

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …