Perry Technical Institute 401(k) Psp
Sponsored by Perry Technical Institute · EIN 910570848 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 110
- With balances
- 158
Plan year beginning 07/01/2024 · 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 · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $29,349 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $12,289 |