Mary Ann Morse Healthcare Corp. 401(k) Plan
Sponsored by Mary Ann Morse Healthcare Corp. · EIN 223064323 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.3M
- Active participants
- 230
- 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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bds Consulting Group, Inc. | Recordkeeping, Direct payment from the plan, Other fees | $5,421 |
| Voya Retirement Ins & Ann Co. | Recordkeeping, Investment advisory (plan), Direct payment from the plan | $2,875 |
| Commonwealth Financial Network | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |