Morvillo Abramowitz Grand Iason & Anello P.C. 401(k) Profit Sharing Plan And Trust
Sponsored by Morvillo Abramowitz Grand Iason & Anello P.C. · EIN 132996017 · Plan #006
- Total assets
- $63.3M
- Net assets
- $63.3M
- Active participants
- 87
- With balances
- 235
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $6,953 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,693 |
| Marks Paneth | Accounting | $6,649 |