Morgan Keller, Inc. 401(k) Plan
Sponsored by Morgan Keller, Inc. · EIN 520741857 · Plan #003
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 250
- With balances
- 283
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 |
|---|---|---|
| John Hancock Trust Company Llc | Recordkeeping, Float revenue, Soft dollars commissions | $42,502 |
| Lpl Financial Llc | Investment advisory (participants) | $24,000 |