AUMdb

Ritz Craft Corporation Profit Sharing Retirement Plan

Sponsored by Ritz Craft Corporation Of Pennsylvania, Inc. · EIN 231984836 · Plan #001

Total assets
$19.9M
Net assets
$19.8M
Active participants
635
With balances
724

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 · 96% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $68,925
Morganstanleysmithbarneyllc Investment advisory (participants) $55,721