Bristol Aging & Wellness, Inc. Retirement Plan
Sponsored by Bristol Aging & Wellness, Inc. · EIN 042545767 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 133
- With balances
- 190
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
| T. Rowe Price (Canada) Inc. CRD 107290 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price | Investment management, Investment management fees (direct) | $28,798 |
| Morgan Stanley Smith Barney | Investment management, Investment management fees (direct) | $25,615 |