Florida Education Association 401(k) Plan
Sponsored by Florida Education Association · EIN 593685521 · Plan #001 · Tallahassee, FL
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 108
- With balances
- 119
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $25,523 |
| The Vanguard Group, Inc. | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $12,975 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $7,689 |