Habush Habush & Rottier, S.C. 401(k) Savings Plan
Sponsored by Habush Habush & Rottier, S.C. · EIN 391272599 · Plan #003
- Total assets
- $58.5M
- Net assets
- $58.5M
- Active participants
- 133
- With balances
- 173
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 (plan) | $74,378 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $38,373 |
| Dufek & Company | Accounting | $7,500 |