Surteco North America 401(k) Plan
Sponsored by Surteco Usa Inc. · EIN 263908590 · Plan #001
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 633
- With balances
- 688
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $50,522 |
| Morgan Stanley | Investment advisory (plan) | $47,764 |
| Pasi | Contract administrator | $27,015 |