Sears Manufacturing Company Defined Benefit Retirement Plan
Sponsored by Sears Manufacturing Company · EIN 420712643 · Plan #002
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 72
- 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 |
|---|---|---|
| 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 |
|---|---|---|
| Morgan Stanley Smith Barney | Custodial (securities), Investment advisory (plan), Securities brokerage | $111,245 |
| Morgan Stanley Trust | Securities brokerage, Other services, Other commissions | $0 |
| Morgan Stanley Na | Securities brokerage, Other services, Other commissions | $0 |