Glenroy, Inc. 401(k) Retirement Plan
Sponsored by Glenroy, Inc. · EIN 391046441 · Plan #001
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 195
- With balances
- 274
Plan year beginning 10/01/2024 · 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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $64,156 |
| Morgan Stanley | Investment advisory (plan) | $50,000 |
| Definiti, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $18,045 |
| Sikich Cpa Llc | Accounting | $11,200 |