R L Morgan Company Profit Sharing Plan
Sponsored by R L Morgan Company · EIN 382567152 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 265
- With balances
- 241
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 |
|---|---|---|
| Taylor & Morgan Wealth Management, Llc CRD 156177 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $20,748 |
| Taylor & Morgan Asset Management | Investment management, Direct payment from the plan | $14,976 |