J.O. Mory, Inc. Employee Savings And Protection Plan
Sponsored by J.O. Mory, Inc. · EIN 350893547 · Plan #002
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 109
- With balances
- 152
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 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 |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan) | $36,695 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $28,577 |
| Empower Advisory Group, Llc | Investment management | $2,878 |
| Retirement Plan Concepts & Svcs Inc | Contract administrator | $1,050 |