Morgan Us Employees' Retirement Plan
Sponsored by Morganite Industries, Inc. · EIN 561268548 · Plan #001
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 278
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sun Life Capital Management | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $161,850 |
| Angicourt Capital Management | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $103,600 |
| State Street Trust | Trustee (directed), Custodial (securities), Other fees | $47,563 |
| Aetna Life Insurance Company | Contract administrator, Direct payment from the plan | $1,971 |