W D Partners Profit Sharing Plan
Sponsored by Wd Partners, Inc. · EIN 311451869 · Plan #002
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 285
- With balances
- 380
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 | Investment advisory (participants) | $32,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $24,872 |
| Whalen & Company, Cpas | Accounting | $17,675 |
| Morgan Stanley Smith Barney | Finders' fees/placement fees | $0 |