Retirement Plan For Employees Of Fordyce Company
Sponsored by The Fordyce Company · EIN 740629110 · Plan #001
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 6
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Recordkeeping, Custodial (securities), Trustee (institutional) | $129,264 |
| First State Trust Company | Trustee (institutional), Investment advisory (plan) | $11,746 |