James D. Morrissey, Inc. 401(k) Plan
Sponsored by James D. Morrissey, Inc. · EIN 231268801 · Plan #002
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 258
- With balances
- 349
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $42,794 |
| N.A. Falcone & Associates, Inc. | Contract administrator | $11,036 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $3,148 |