Retirement Savings Plan For Employees Of Morrison Child And Family Services
Sponsored by Morrison Child And Family Services · EIN 930354176 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 481
- With balances
- 251
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Northwest Capital Management Inc CRD 108091 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $30,936 |
| Northwest Capital Management, Inc D | Investment advisory (plan) | $17,583 |
| Empower Advisory Group, Llc | Investment management | $4,750 |