Morley Companies, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Morley Companies, Inc. · EIN 382687736 · Plan #001
- Total assets
- $46.9M
- Net assets
- $46.8M
- Active participants
- 1,758
- With balances
- 1,180
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 |
|---|---|---|
| Granite Group Advisors, Llc CRD 127357 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Granite Group Advisors | Investment advisory (plan) | $62,268 |
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $44,406 |
| Newport Trust Company | Trustee (institutional) | $18,463 |