Tosca, Ltd. Retirement Savings Plan
Sponsored by Tosca Services, Llc D/B/A Tosca, Ltd. · EIN 390961783 · Plan #003
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 798
- With balances
- 545
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 |
|---|---|---|
| Pension Inc. | Contract administrator, Recordkeeping, Consulting (general) | $54,258 |
| Morgan Stanley | Investment advisory (plan) | $36,932 |