Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan
Sponsored by Morrison, Ekre & Bart Management Services, Inc. · EIN 860845708 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 951
- With balances
- 574
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 |
|---|---|---|
| Bayntree Wealth Advisors, Llc CRD 226708 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bayntree Wealth Advisors, Llc | Investment advisory (participants) | $39,970 |
| Futureplan By Ascensus | Recordkeeping, Consulting (pension), Direct payment from the plan | $31,208 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $6,806 |