Hampton Tedder Electric Company Profit Sharing Plan
Sponsored by Hampton Tedder Electric Company · EIN 952485945 · Plan #002
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 151
- With balances
- 268
Plan year beginning 05/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account
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 |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $33,479 |
| Morgan Stanley | Investment advisory (participants) | $8,358 |