AUMdb

Morguard Management Company Inc. 401 K Plan

Sponsored by Morguard Management Company Inc · EIN 721061630 · Plan #001

Total assets
$14.5M
Net assets
$14.5M
Active participants
160
With balances
171

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 $4,020
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0