King & Spalding Llp Cash Balance Pension Plan
Sponsored by King & Spalding Llp · EIN 580520153 · Plan #003
- Total assets
- $309M
- Net assets
- $309M
- Active participants
- 194
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
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 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $160,988 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $121,600 |
| Pricewaterhousecoopers Llp | Actuarial, Direct payment from the plan, Recordkeeping | $112,500 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $49,000 |
| Schwab Retirement Plan Services | Recordkeeping, Trustee (institutional) | $4,500 |