Foley & Mansfield Profit Sharing Plan
Sponsored by Foley & Mansfield, Pllp · EIN 411646736 · Plan #001
- Total assets
- $73.9M
- Net assets
- $73.9M
- Active participants
- 233
- With balances
- 447
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 |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $57,154 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $54,825 |