Morris & Garritano Insurance Agency, Inc. 401 K Profit Sharing Plan
Sponsored by Morris & Garritano Insurance Agency, Inc. · EIN 952304670 · Plan #002
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 134
- With balances
- 118
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 |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,767 |
| Caliber Audit & Attest | Accounting | $12,250 |
| Hicks Pension Services San Luis O | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,900 |
| Charles Schwab & Co., Inc | Securities brokerage, Securities brokerage commissions | $89 |