Duravent Group Retirement Savings And Investment Plan
Sponsored by Duravent, Inc. · EIN 273086791 · Plan #002
- Total assets
- $48.7M
- Net assets
- $48.7M
- Active participants
- 871
- With balances
- 849
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 · 96% | 2024 |
| Strategic Advisors Llc CRD 125882 | 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 | $68,563 |
| Morganstanleysmithbarneyllc | Investment advisory (participants) | $61,530 |
| Cliftonlarsonallen Llp | Accounting | $39,375 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,696 |