Civic Intelligence

MERIDIAN FUND SERVICES USA LLC

Plan context: Mufg Fund Services (USA) LLC 401(K) Plan

EIN 76-0758622 • New York, NY • 28 filings • 9 plans

1221 Avenue Of The Americas 10New York, NY 10020
Current Snapshot

Latest Year

2024

2024 Participants

558

2024 Assets

$59,043,450

2024 Contributions

$8,568,232

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$59,043,450$29,521,725$0200520152024YearValue
$59,043,450Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5582790200520152024YearValue
558Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241558$59,043,450$8,568,232$15,355iApproximate average salary by contribution assumption: employee only about $383,881 at 4% or $255,921 at 6%; with 50% employer match about $255,921 at 4% or $170,614 at 6%; with 100% employer match about $191,941 at 4% or $127,960 at 6%.
Mufg Fund Services (USA) LLC 401(K) Plan-558$59,043,450$8,568,232$15,355iApproximate average salary by contribution assumption: employee only about $383,881 at 4% or $255,921 at 6%; with 50% employer match about $255,921 at 4% or $170,614 at 6%; with 100% employer match about $191,941 at 4% or $127,960 at 6%.
20232492$45,666,090$7,951,543$16,162iApproximate average salary by contribution assumption: employee only about $404,042 at 4% or $269,361 at 6%; with 50% employer match about $269,361 at 4% or $179,574 at 6%; with 100% employer match about $202,021 at 4% or $134,681 at 6%.
Mufg Fund Services (USA) LLC 401(K) Plan-492$45,666,090$7,951,543$16,162iApproximate average salary by contribution assumption: employee only about $404,042 at 4% or $269,361 at 6%; with 50% employer match about $269,361 at 4% or $179,574 at 6%; with 100% employer match about $202,021 at 4% or $134,681 at 6%.
Mufg Fund Services (USA) LLC Vision Plan-382---
20222445$32,903,793$8,347,244$18,758iApproximate average salary by contribution assumption: employee only about $468,946 at 4% or $312,631 at 6%; with 50% employer match about $312,631 at 4% or $208,421 at 6%; with 100% employer match about $234,473 at 4% or $156,315 at 6%.
Mufg Fund Services (USA) LLC 401(K) Plan-445$32,903,793$8,347,244$18,758iApproximate average salary by contribution assumption: employee only about $468,946 at 4% or $312,631 at 6%; with 50% employer match about $312,631 at 4% or $208,421 at 6%; with 100% employer match about $234,473 at 4% or $156,315 at 6%.
Mufg Fund Services (USA) LLC Vision Plan-338---
20212393$34,402,291$5,845,653$14,874iApproximate average salary by contribution assumption: employee only about $371,861 at 4% or $247,907 at 6%; with 50% employer match about $247,907 at 4% or $165,272 at 6%; with 100% employer match about $185,930 at 4% or $123,954 at 6%.
Mufg Fund Services (USA) LLC 401(K) Plan-393$34,402,291$5,845,653$14,874iApproximate average salary by contribution assumption: employee only about $371,861 at 4% or $247,907 at 6%; with 50% employer match about $247,907 at 4% or $165,272 at 6%; with 100% employer match about $185,930 at 4% or $123,954 at 6%.
Mufg Fund Services (USA) LLC Vision Plan-311---
20202402$26,628,580$5,369,247$13,356iApproximate average salary by contribution assumption: employee only about $333,908 at 4% or $222,606 at 6%; with 50% employer match about $222,606 at 4% or $148,404 at 6%; with 100% employer match about $166,954 at 4% or $111,303 at 6%.
Mufg Fund Services (USA) LLC 401(K) Plan-402$26,628,580$5,369,247$13,356iApproximate average salary by contribution assumption: employee only about $333,908 at 4% or $222,606 at 6%; with 50% employer match about $222,606 at 4% or $148,404 at 6%; with 100% employer match about $166,954 at 4% or $111,303 at 6%.
Mufg Fund Services (USA) LLC Vision Plan-303---
20192373$19,092,862$6,313,762$16,927iApproximate average salary by contribution assumption: employee only about $423,174 at 4% or $282,116 at 6%; with 50% employer match about $282,116 at 4% or $188,078 at 6%; with 100% employer match about $211,587 at 4% or $141,058 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-373$19,092,862$6,313,762$16,927iApproximate average salary by contribution assumption: employee only about $423,174 at 4% or $282,116 at 6%; with 50% employer match about $282,116 at 4% or $188,078 at 6%; with 100% employer match about $211,587 at 4% or $141,058 at 6%.
Mufg Fund Services (USA) LLC Vision Plan-278---
20182358$11,945,650$4,776,151$13,341iApproximate average salary by contribution assumption: employee only about $333,530 at 4% or $222,353 at 6%; with 50% employer match about $222,353 at 4% or $148,236 at 6%; with 100% employer match about $166,765 at 4% or $111,177 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-358$11,945,650$4,776,151$13,341iApproximate average salary by contribution assumption: employee only about $333,530 at 4% or $222,353 at 6%; with 50% employer match about $222,353 at 4% or $148,236 at 6%; with 100% employer match about $166,765 at 4% or $111,177 at 6%.
Mufg Fund Services (USA) LLC Vision Plan-262---
20171345$8,873,283$7,390,719$21,422iApproximate average salary by contribution assumption: employee only about $535,559 at 4% or $357,040 at 6%; with 50% employer match about $357,040 at 4% or $238,026 at 6%; with 100% employer match about $267,780 at 4% or $178,520 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-345$8,873,283$7,390,719$21,422iApproximate average salary by contribution assumption: employee only about $535,559 at 4% or $357,040 at 6%; with 50% employer match about $357,040 at 4% or $238,026 at 6%; with 100% employer match about $267,780 at 4% or $178,520 at 6%.
20163174$2,463,714$1,427,726$8,205iApproximate average salary by contribution assumption: employee only about $205,133 at 4% or $136,755 at 6%; with 50% employer match about $136,755 at 4% or $91,170 at 6%; with 100% employer match about $102,567 at 4% or $68,378 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-66$1,327,788$305,002$4,621iApproximate average salary by contribution assumption: employee only about $115,531 at 4% or $77,021 at 6%; with 50% employer match about $77,021 at 4% or $51,347 at 6%; with 100% employer match about $57,766 at 4% or $38,510 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-174$1,135,926$1,112,478$6,394iApproximate average salary by contribution assumption: employee only about $159,839 at 4% or $106,559 at 6%; with 50% employer match about $106,559 at 4% or $71,039 at 6%; with 100% employer match about $79,919 at 4% or $53,280 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-0-$10,246-
2015111$938,493$153,194$13,927iApproximate average salary by contribution assumption: employee only about $348,168 at 4% or $232,112 at 6%; with 50% employer match about $232,112 at 4% or $154,741 at 6%; with 100% employer match about $174,084 at 4% or $116,056 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-11$938,493$153,194$13,927iApproximate average salary by contribution assumption: employee only about $348,168 at 4% or $232,112 at 6%; with 50% employer match about $232,112 at 4% or $154,741 at 6%; with 100% employer match about $174,084 at 4% or $116,056 at 6%.
2014118$1,322,954$310,004$17,222iApproximate average salary by contribution assumption: employee only about $430,561 at 4% or $287,041 at 6%; with 50% employer match about $287,041 at 4% or $191,360 at 6%; with 100% employer match about $215,281 at 4% or $143,520 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-18$1,322,954$310,004$17,222iApproximate average salary by contribution assumption: employee only about $430,561 at 4% or $287,041 at 6%; with 50% employer match about $287,041 at 4% or $191,360 at 6%; with 100% employer match about $215,281 at 4% or $143,520 at 6%.
2013120$1,029,831$365,725$18,286iApproximate average salary by contribution assumption: employee only about $457,156 at 4% or $304,771 at 6%; with 50% employer match about $304,771 at 4% or $203,181 at 6%; with 100% employer match about $228,578 at 4% or $152,385 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-20$1,029,831$365,725$18,286iApproximate average salary by contribution assumption: employee only about $457,156 at 4% or $304,771 at 6%; with 50% employer match about $304,771 at 4% or $203,181 at 6%; with 100% employer match about $228,578 at 4% or $152,385 at 6%.
2012118$968,967$277,987$15,444iApproximate average salary by contribution assumption: employee only about $386,093 at 4% or $257,395 at 6%; with 50% employer match about $257,395 at 4% or $171,597 at 6%; with 100% employer match about $193,047 at 4% or $128,698 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-18$968,967$277,987$15,444iApproximate average salary by contribution assumption: employee only about $386,093 at 4% or $257,395 at 6%; with 50% employer match about $257,395 at 4% or $171,597 at 6%; with 100% employer match about $193,047 at 4% or $128,698 at 6%.
2011117$788,562$223,073$13,122iApproximate average salary by contribution assumption: employee only about $328,049 at 4% or $218,699 at 6%; with 50% employer match about $218,699 at 4% or $145,799 at 6%; with 100% employer match about $164,024 at 4% or $109,350 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-17$788,562$223,073$13,122iApproximate average salary by contribution assumption: employee only about $328,049 at 4% or $218,699 at 6%; with 50% employer match about $218,699 at 4% or $145,799 at 6%; with 100% employer match about $164,024 at 4% or $109,350 at 6%.
2010110$773,505$186,275$18,628iApproximate average salary by contribution assumption: employee only about $465,688 at 4% or $310,458 at 6%; with 50% employer match about $310,458 at 4% or $206,972 at 6%; with 100% employer match about $232,844 at 4% or $155,229 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-10$773,505$186,275$18,628iApproximate average salary by contribution assumption: employee only about $465,688 at 4% or $310,458 at 6%; with 50% employer match about $310,458 at 4% or $206,972 at 6%; with 100% employer match about $232,844 at 4% or $155,229 at 6%.
200919$489,570$243,643$27,071iApproximate average salary by contribution assumption: employee only about $676,786 at 4% or $451,191 at 6%; with 50% employer match about $451,191 at 4% or $300,794 at 6%; with 100% employer match about $338,393 at 4% or $225,595 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-9$489,570$243,643$27,071iApproximate average salary by contribution assumption: employee only about $676,786 at 4% or $451,191 at 6%; with 50% employer match about $451,191 at 4% or $300,794 at 6%; with 100% employer match about $338,393 at 4% or $225,595 at 6%.
2008111$193,176$122,974$11,179iApproximate average salary by contribution assumption: employee only about $279,486 at 4% or $186,324 at 6%; with 50% employer match about $186,324 at 4% or $124,216 at 6%; with 100% employer match about $139,743 at 4% or $93,162 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-11$193,176$122,974$11,179iApproximate average salary by contribution assumption: employee only about $279,486 at 4% or $186,324 at 6%; with 50% employer match about $186,324 at 4% or $124,216 at 6%; with 100% employer match about $139,743 at 4% or $93,162 at 6%.
200717$0$0-
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-7---
200614$93,797$50,724$12,681iApproximate average salary by contribution assumption: employee only about $317,025 at 4% or $211,350 at 6%; with 50% employer match about $211,350 at 4% or $140,900 at 6%; with 100% employer match about $158,513 at 4% or $105,675 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-4$93,797$50,724$12,681iApproximate average salary by contribution assumption: employee only about $317,025 at 4% or $211,350 at 6%; with 50% employer match about $211,350 at 4% or $140,900 at 6%; with 100% employer match about $158,513 at 4% or $105,675 at 6%.
200512$35,209$32,584$16,292iApproximate average salary by contribution assumption: employee only about $407,300 at 4% or $271,533 at 6%; with 50% employer match about $271,533 at 4% or $181,022 at 6%; with 100% employer match about $203,650 at 4% or $135,767 at 6%.
Mufg Fund Services USA LLC 401(K) Profit Sharing Plan & Trust-2$35,209$32,584$16,292iApproximate average salary by contribution assumption: employee only about $407,300 at 4% or $271,533 at 6%; with 50% employer match about $271,533 at 4% or $181,022 at 6%; with 100% employer match about $203,650 at 4% or $135,767 at 6%.