AUMdb

Morrison Mahoney Llp Profit Sharing 401(k) Plan

Sponsored by Morrison Mahoney Llp · EIN 042262762 · Plan #001

Total assets
$92.8M
Net assets
$92.8M
Active participants
228
With balances
264

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
Rockland Trust Investment advisory (plan) $30,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$18,984