Morgan Engineering Systems, Inc. 401(k) Plan
Sponsored by Morgan Engineering Systems, Inc. · EIN 272137101 · Plan #002
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 227
- With balances
- 166
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 |
|---|---|---|
| Onedigital Topco Llc | Investment management, Direct payment from the plan | $37,812 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $29,928 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $0 |