AUMdb

Delaware North Companies 401(k) Plan

Sponsored by Delaware North Companies, Incorporated · EIN 160994528 · Plan #004

Total assets
$344M
Net assets
$344M
Active participants
9,204
With balances
4,572

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 · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Retirement Plan Svcs. Recordkeeping, Participant loan processing, Float revenue $352,095
Morganstanley Smithbarney Llc Direct payment from the plan, Investment advisory (plan) $78,000