Morselife Tax Deferred Annuity Plan
Sponsored by Morselife Inc. · EIN 592120896 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 1,307
- With balances
- 1,438
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| J.P. Morgan Securities Llc CRD 79 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $127,420 |
| J.P. Morgan Securities Llc | Investment advisory (plan), Direct payment from the plan | $43,299 |
| Wells Fargo Financial Network | Investment advisory (plan), Direct payment from the plan | $15,677 |