R.L. Morrissey & Associates, Inc. Fourth Amended And Restated 401(k) Profit Sharing Plan And Trust
Sponsored by R.L. Morrissey & Associates, Inc. · EIN 341370950 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 109
- With balances
- 130
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $175 |
| Morgan Stanley Smith Barney | Other commissions | $0 |