Arnold & Itkin 401 K Retirement Plan
Sponsored by Arnold & Itkin, Llp · EIN 201430057 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 170
- With balances
- 144
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 |
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $28,820 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,873 |
| Pentegra Services, Inc | Contract administrator | $9,691 |
| Mml Investors Services Llc | Investment advisory (plan) | $0 |