AUMdb

Motors & Armatures, Inc. Retirement Plan

Sponsored by Motors & Armatures, Inc. · EIN 111876943 · Plan #002

Total assets
$42.8M
Net assets
$42.7M
Active participants
148
With balances
161

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
Sentinel Benefits Group, Llc Recordkeeping, Consulting (pension), Legal $70,855
Morgan Stanley Smith Barney Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $64,313
Natonal Financial Services Custodial (securities), Direct payment from the plan $13,373
Reliance Trust Trustee (institutional), Direct payment from the plan $5,626