The Morgan Group, Inc. Employees' 401(k) Plan
Sponsored by The Morgan Group Inc. · EIN 760197035 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 604
- With balances
- 349
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Investment management, Shareholder servicing fees | $88,285 |