Morrison Center 403(b) Retirement Plan
Sponsored by Morrison Center · EIN 010243254 · Plan #002
- Total assets
- $1.5M
- Net assets
- $1.5M
- Active participants
- 125
- With balances
- 250
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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 | $8,342 |
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $7,622 |
| Global Retirement Partners Llc | Investment advisory (plan) | $3,316 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $1.5M | 125 | ack 20251014143524NAL0001513587001 |
| 01/01/2021 | $953K | 259 | ack 20250721162853NAL0003653970001 |
| 01/01/2020 | $749K | 289 | ack 20250721143443NAL0004110978001 |
| 01/01/2019 | $595K | 331 | ack 20250721134342NAL0003281602001 |
| 01/01/2018 | $269K | 300 | ack 20251002145259NAL0000947264001 |