Valley Stream Payroll Corp. 401 K Plan
Sponsored by Valley Stream Payroll Corp. · EIN 113086769 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 215
- With balances
- 247
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), Direct payment from the plan | $57,828 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $49,426 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |