MORLEY CAPITAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
7
Active participants
4,848
Total plan assets
$1.2B
Filings (rows)
7
Direct comp
$0
Indirect comp
$279K
Aggregating 2 name variants under "MORLEY CAPITAL"
SERVICES PROVIDED
Other7
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MORLEY STABLE VALUE FUND | 11 |
| MORLEY STABLE VALUE CL25-I | 6 |
| MORLEY STABLE VALUE | 5 |
| MORLEY STABLE VALUE CL 25-I | 3 |
| MORLEY STBL VALUE | 1 |
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MATTEL, INC. MATTEL, INC. PERSONAL INVESTMENT PLAN | EL SEGUNDO, CA | Other NONE | 3,841 | $1.0B | $0 |
| BARLEY SNYDER LLP BARLEY SNYDER PROFIT SHARING PLAN | LANCASTER, PA | Other NONE | 219 | $27.6M | $0 |
| J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON, PA | Other NONE | 164 | $23.3M | $0 |
| BARLEY SNYDER LLP BARLEY SNYDER PROFIT SHARING PLAN | LANCASTER, PA | Other NONE | 187 | $22.9M | $0 |
| J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON, PA | Other NONE | 151 | $22.6M | $0 |
| J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON, PA | Other NONE | 140 | $19.5M | $0 |
| J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON, PA | Other NONE | 146 | $17.6M | $0 |