Shearer Automotive Psp And Trust
Sponsored by Badge Motor Company · EIN 264529125 · Plan #002
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 85
- With balances
- 104
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $25,617 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $2,174 |