Copic Companies Defined Benefit Pension Plan And Trust
Sponsored by Copic Trust · EIN 846170618 · Plan #001
- Total assets
- $71.3M
- Net assets
- $71.3M
- Active participants
- 122
- With balances
- 0
Plan year beginning 01/01/2024
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 Smith Barney Llc | Custodial (securities), Investment advisory (plan), Investment management | $173,354 |
| Morgan Stanley Private Bank | Securities brokerage, Other services, Other commissions | $0 |
| Morgan Stanley Bank N.A. | Securities brokerage, Other services, Other commissions | $0 |