Imperial Pools, Inc. 401(k) Plan
Sponsored by Imperial Pools, Inc. · EIN 141493361 · Plan #002
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 249
- With balances
- 205
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 Smith Barney Llc | Custodial (securities), Other fees, Direct payment from the plan | $67,049 |
| Ascensus | Contract administrator, Recordkeeping, Direct payment from the plan | $40,030 |