Morris James Llp Retirement Plan
Sponsored by Morris James Llp · EIN 510023480 · Plan #001
- Total assets
- $69.0M
- Net assets
- $69.0M
- Active participants
- 162
- With balances
- 206
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 |
|---|---|---|
| Cambridge Inv Research Inc | Investment advisory (plan) | $64,764 |
| Vanguard Group Inc. | Recordkeeping, Participant loan processing | $28,667 |
| Heritage Administrative Services | Other fees | $18,988 |