Easter Seals Massachusetts 403(b)(7) Plan
Sponsored by Easter Seals Massachusetts, Inc. · EIN 042103867 · Plan #002
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 260
- With balances
- 351
Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $55,660 |
| Morgan Stanley | Investment advisory (plan) | $28,727 |
| The Angell Pension Group, Inc. | Contract administrator | $0 |