Morrison Industries, Inc. Retirement Savings Plan
Sponsored by Morrison Industries, Inc. · EIN 382360979 · Plan #001
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 605
- With balances
- 693
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | 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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $76,432 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $53,727 |
| Plante & Moran, Pllc | Accounting | $16,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,221 |