Chisholm Chisholm & Kilpatrick 401(k) Plan
Sponsored by Chisholm Chisholm & Kilpatrick, Ltd. · EIN 274459831 · Plan #001
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 228
- With balances
- 305
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan) | $32,138 |
| The Vanguard Group, Inc | Distribution (12b-1) fees, Recordkeeping fees | $9,446 |
| The Angell Pension Group, Inc | Contract administrator | $7,000 |