James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan
Sponsored by James D. Morrissey, Inc. · EIN 231268801 · Plan #050
- Total assets
- $24.0M
- Net assets
- $24.0M
- Active participants
- 30
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Wilmington Trust, Na Trust | Trustee (institutional), Investment management, Direct payment from the plan | $76,187 |