Morris Cerullo World Evangelism 401(k) Profit Sharing Plan And Trust
Sponsored by Morris Cerullo World Evangelism · EIN 952372233 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 138
- With balances
- 141
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 |
|---|---|---|
| Baynes Financial Llc CRD 307768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Baynes Financial Llc | Investment advisory (plan) | $9,987 |
| The Retirement Advantage, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,970 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,669 |