Mcnamara/Salvia, Inc. 401(k) Plan And Trust
Sponsored by Mcnamara/Salvia, Inc. · EIN 042988134 · Plan #001
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 114
- With balances
- 152
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) | $55,696 |
| The Angell Pension Group Inc | Contract administrator | $2,600 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $950 |