Morgan White Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Morgan White Group, Inc. · EIN 640848633 · Plan #003 · Ridgeland, MS
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 318
- With balances
- 327
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 |
|---|---|---|
| Ballew Advisors Inc CRD 110522 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ballew Advisors | Investment advisory (plan) | $63,679 |
| Mwg Retirement Plan Services | Recordkeeping | $20,845 |