Lewis Drugs, Inc. 401(k) Plan
Sponsored by Lewis Drugs, Inc. · EIN 460212323 · Plan #001
- Total assets
- $56.1M
- Net assets
- $56.1M
- Active participants
- 1,258
- With balances
- 438
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 |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $126,526 |
| Milliman, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $31,027 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $14,556 |