AUMdb

Morris & Dickson Co., Llc 401(k) Plan

Sponsored by Morris & Dickson Co., Llc · EIN 720266645 · Plan #001

Total assets
$75.5M
Net assets
$75.5M
Active participants
538
With balances
677

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
Ascensus Llc Other commissions, Recordkeeping fees, Other fees $90,729
Regions Bank Other fees, Investment advisory (plan), Direct payment from the plan $13,402