The Boys' Latin School Retirement Plan
Sponsored by The Boys Latin School Of Maryland, Inc. · EIN 520735085 · Plan #001
- Total assets
- $48.3M
- Net assets
- $48.3M
- Active participants
- 135
- With balances
- 293
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Holding | Investment advisory (plan), Direct payment from the plan, Other commissions | $36,052 |
| Tiaa Teachers Insurance And Annui | Contract administrator, Recordkeeping, Custodial (securities) | $35,390 |
| Benefit Audit Group | Other services | $10,300 |