The Morse Group, Inc. 401(k) Deferred Compensation Plan
Sponsored by The Morse Group, Inc. · EIN 261086212 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 208
- With balances
- 250
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $56,859 |
| Wipfli, Llp | Recordkeeping, Participant communication, Direct payment from the plan | $46,294 |