AUMdb

Morgan Properties 401(k) Plan

Sponsored by Morgan Properties Payroll Svcs · EIN 232852119 · Plan #001

Total assets
$78.0M
Net assets
$78.0M
Active participants
2,916
With balances
2,937

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $223,419
Kreischer Miller Recordkeeping, Trustee (institutional), Other services $17,490
401 K Advisors Inc Recordkeeping, Trustee (institutional), Other services $14,250
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0