Morrisette Packaging, Inc. Profit Sharing Plan
Sponsored by Morrisette Packaging, Inc. · EIN 560770162 · Plan #001 · Brown Summit, NC
- Total assets
- $42.3M
- Net assets
- $42.3M
- Active participants
- 245
- With balances
- 262
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities | Investment advisory (plan) | $36,000 |
| Dmjps Llc | Accounting | $14,125 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,054 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$63,277 |