Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr
Sponsored by Morgan Fuel & Heating Company, Inc. · EIN 141420673 · Plan #002
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 254
- With balances
- 153
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 |
|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | Investment management fees (direct), Securities brokerage commissions, Direct payment from the plan | $62,395 |
| Ascensus Llc | Participant loan processing, Other fees, Recordkeeping fees | $17,246 |
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $7,537 |