Burr Oak Tool Inc. Employees' Profit Sharing Plan
Sponsored by Burr Oak Tool Inc. · EIN 381218471 · Plan #005
- Total assets
- $73.3M
- Net assets
- $73.3M
- Active participants
- 338
- With balances
- 422
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $47,708 |
| Morgan Stanley | Investment advisory (plan) | $35,892 |
| P&M Holding Group Llp Dba Plante & | Accounting | $19,500 |