Port Madison Enterprises 401(k) Plan
Sponsored by Port Madison Enterprises · EIN 911700348 · Plan #001
- Total assets
- $41.5M
- Net assets
- $41.5M
- Active participants
- 660
- With balances
- 840
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $97,369 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $56,422 |
| Hunnex And Shoemaker, Inc. | Contract administrator, Direct payment from the plan, Other services | $12,205 |