University Physicians Of Brooklyn, Inc. Incentive Savings Trust
Sponsored by University Physicians Of Brooklyn, Inc. · EIN 113190652 · Plan #001
- Total assets
- $57.7M
- Net assets
- $57.7M
- Active participants
- 437
- With balances
- 861
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants), Investment advisory (plan) | $30,490 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $57.7M | 437 | ack 20251218144649NAL0005259633001 |
| 01/01/2021 | $58.6M | 492 | ack 20250616135222NAL0000525411001 |
| 01/01/2020 | $53.4M | 517 | ack 20250429082254NAL0000258401001 |
| 01/01/2019 | $47.4M | 514 | ack 20250416141559NAL0005033969001 |
| 01/01/2018 | $39.8M | 529 | ack 20250401151041NAL0011705920001 |
| 01/01/2017 | $39.9M | 504 | ack 20250319150846NAL0005165329001 |