AUMdb

Transel Elevator And Electric, Inc. 401(k)/Profit Sharing Plan

Sponsored by Transel Elevator & Electric, Inc · EIN 112995885 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
85
With balances
103

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $30,653
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $30,653
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,565