Morgan Distributing, Inc. Retirement Plan
Sponsored by Morgan Distributing, Inc. · EIN 371004314 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 122
- With balances
- 132
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $41,035 |
| Mck Cpas & Advisors | Accounting | $25,500 |
| Raymond James Financial Services | Investment advisory (plan) | $17,500 |