Morgan & Morgan P A 401(k) Profit Sharing Plan And Trust
Sponsored by Morgan & Morgan P A · EIN 592920684 · Plan #001
- Total assets
- $193M
- Net assets
- $193M
- Active participants
- 4,754
- With balances
- 5,031
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 |
|---|---|---|
| Shuster Advisory Group, Llc CRD 170233 | 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 |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $264,100 |
| Shuster Advisory Group Llc | Investment advisory (plan) | $82,996 |
| Empower Advisory Group, Llc | Investment management | $16,714 |