Morningstar Senior Living 401(k) Plan
Sponsored by Morningstar Senior Living, Inc. · EIN 222717623 · Plan #002
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 380
- With balances
- 326
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Raymond James Fsa 338 Fee | Investment advisory (participants) | $33,608 |
| John Hancock Life Insurance Company | Recordkeeping, Other insurance wrap fees, Investment management | $2,870 |
| The Paragon Alliance Group, Llc | Plan administrator, Recordkeeping | $2,135 |
| The Reitement Plan Company Llc | Plan administrator, Recordkeeping | $1,550 |