Morgan Concrete Employees' Retirement Plan
Sponsored by Morgan Concrete Company, Inc. · EIN 581231830 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 191
- With balances
- 199
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Carson Advisory, Inc. CRD 117410 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carson Advisory Inc | Investment advisory (plan) | $26,598 |
| Empower Annuity Insurance Company | Recordkeeping fees | $22,986 |
| Empower Advisory Group, Llc | Investment management | $1,322 |