Morgan Us Employees' 401(k) Plan
Sponsored by Morganite Industries Inc. · EIN 561268548 · Plan #002
- Total assets
- $290M
- Net assets
- $290M
- Active participants
- 2,315
- With balances
- 3,108
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $326,784 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $161,723 |
| Clifton Larson Allen Llp | Accounting | $9,345 |