AUMdb

Morgan Services, Inc. Savings Plus Plan

Sponsored by Morgan Services, Inc. · EIN 362904675 · Plan #040

Total assets
$32.8M
Net assets
$32.8M
Active participants
619
With balances
641

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $81,428