Moreton Companies Profit Sharing Plan
Sponsored by Fred A. Moreton & Company · EIN 870218394 · Plan #001
- Total assets
- $66.5M
- Net assets
- $66.5M
- Active participants
- 230
- With balances
- 323
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $268,632 |
| Soltis Investment Advisors, Llc | Contract administrator, Investment advisory (participants), Investment advisory (plan) | $28,802 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |