Morrie's 401(k) Plan
Sponsored by Fph Morrie's Llc · EIN 475308569 · Plan #001
- Total assets
- $53.1M
- Net assets
- $53.1M
- Active participants
- 1,360
- With balances
- 836
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $167,064 |
| Tax Sheltered Compensation Inc | Other services, Direct payment from the plan, Other fees | $700 |
| Rbc Capital Markets, Llc | Investment advisory (plan), Other fees | $0 |