Morris Bean & Company Ret Plan For Hourly Bargaining Unit Employees
Sponsored by Morris Bean & Company · EIN 310510640 · Plan #004
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 31
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Clark, Schaefer, Hackett & Co | Accounting, Direct payment from the plan | $13,000 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $9,629 |
| Jhbenefits Ltd | Actuarial, Consulting (pension), Other services | $8,042 |