Morningstar Partners, L.P. Employees' 401(k) Plan
Sponsored by Txo Energy Gp · EIN 921065846 · Plan #001
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 202
- With balances
- 279
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Recordkeeping, Consulting (pension), Direct payment from the plan | $98,428 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $41,263 |
| Adp Broker Dealer | Other services, Other fees | $0 |