AUMdb

Hoffmaster Group Consolidated Pension Plan

Sponsored by Hoffmaster Group, Inc. · EIN 203642844 · Plan #009

Total assets
$8.2M
Net assets
$8.2M
Active participants
10
With balances
0

Plan year beginning 01/01/2024

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
Aon Consulting, Inc. Actuarial, Direct payment from the plan $112,414
Morgan Stanley Smith Barney Llc Recordkeeping, Custodial (securities), Investment advisory (plan) $54,084
Midwest Institutional Trust Company Trustee (institutional), Direct payment from the plan $21,559
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $21,525
Alight Solutions Llc Contract administrator, Direct payment from the plan $3,300