Clopay Ames Pension Plan
Sponsored by The Ames Companies, Inc. · EIN 222335400 · Plan #410
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 325
- 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 |
|---|---|---|
| Principal Trust Company | Actuarial, Recordkeeping, Custodial (securities) | $254,687 |
| Morgan Stanley | Investment advisory (plan) | $166,562 |
| Bank Of America | Investment management | $147,321 |
| Principal Trust Company | Recordkeeping, Custodial (securities), Trustee (institutional) | $0 |
| Principal Trust Company | Recordkeeping, Custodial (securities), Trustee (institutional) | $0 |