Morey Organization 401(k) Retirement Plan
Sponsored by The Morey Organization, Inc. · EIN 222130568 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 191
- With balances
- 207
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 |
|---|---|---|
| Innovative Investment Fiduciaries, Llc CRD 159814 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Innovative Investment Fiduciaries | Investment advisory (plan) | $22,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,200 |