AUMdb

Belle Tire Distributors, Inc. 401(k) Salary Reduction Plan & Trust

Sponsored by Belle Tire Distributors, Inc. · EIN 381909144 · Plan #001

Total assets
$83.0M
Net assets
$83.0M
Active participants
3,119
With balances
3,635

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $102,549
Morgan Stanley Smith Barney Llc Investment advisory (participants) $88,694
Doeren Mayhew Assurance Accounting $16,000
Sigma Financial Corp Finders' fees/placement fees $0